SERVICE PACKAGES
Service Packages
Together, we’ll help you define your ideal investment approach that best aligns with your strategic savings goals today, while keeping an eye toward the future. To learn more, call CORDA today at 855.439.0665 .
To help navigate, we explore three relevant planning approaches and philosophies.
VOYAGE (Investments Above $2,000,000)
- Customized Portfolio Design
- Individual Securities
- Individual Risk Assessment
- Portfolio Reviews by Chief Investment Officer
- Dedicated Relationship Partner
- Quarterly updates by Portfolio Team
- Ongoing Market Updates
- Financial Plan with Certified Financial Planner
- Estate Planning with Board Certified Attorney (up to $1,500)
- Annual Tax Preparation with CPA (up to $1,500)
- Annual 401k Review
- Significant Fee Reduction > $5 Million
Investments Above
$2,000,000
- Customized Portfolio Design
- Individual Securities
- Individual Risk Assessment
- Portfolio Reviews by Chief Investment Officer
- Dedicated Relationship Partner
- Quarterly updates by Portfolio Team
- Ongoing Market Updates
- Financial Plan with Certified Financial Planner
- Estate Planning with Board Certified Attorney (up to $1,500)
- Annual Tax Preparation with CPA (up to $1,500)
- Annual 401k Review
- Significant Fee Reduction > $5 Million
JOURNEY (Investments From $500,000 – $2,000,000)
- Customized Portfolio Design
- Individual Securities
- Individual Risk Assessment
- Dedicated Relationship Partner
- Quarterly updates by Portfolio Team
- Ongoing Market Updates
- Financial Plan with Certified Financial Planner
- Estate Planning with Board Certified Attorney (up to $1,000)
- Annual 401k Review
Investments From
$500,000 – $2,000,000
- Customized Portfolio Design
- Individual Securities
- Individual Risk Assessment
- Dedicated Relationship Partner
- Quarterly updates by Portfolio Team
- Ongoing Market Updates
- Financial Plan with Certified Financial Planner
- Estate Planning with Board Certified Attorney (up to $1,000)
- Annual 401k Review
NAVIGATE (Investments Below $500,000)
- Customized Portfolio Design
- Individual Risk Assessment
- Financial Checklist (The Essentials)
- Quarterly updates by Portfolio Team
- Ongoing Market Updates
- Discounted Estate Planning Documents
(Partnership through LegalZoom)
Investments Below
$500,000
- Customized Portfolio Design
- Individual Risk Assessment
- Financial Checklist (The Essentials)
- Quarterly updates by Portfolio Team
- Ongoing Market Updates
- Discounted Estate Planning Documents
(Partnership through LegalZoom)
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.
