Freedom

$3,000.00 / month

Description

Freedom Clients Receive:
 
  • Quarterly Financial Planning Calls
  • Performance Reporting on Managed Assets on BLACK DIAMOND
  • Comprehensive Financial Planning on All Investable Assets
  • Incoming Planning & Cash Flow Modeling
  • Tax-Advantaged Asset Allocation Analysis
  • Admission to HSA Annual Community Event
  • Unlimited email support from the HSA Planning Team
  • One-Off Financial Planning Calls by Request
  • High Speed Consulting Bi-Annual Calls
  • (24) Group Calls per Year (Freedom & Legacy Calls & Sponsor Spotlights)
  • eMONEY ADVISOR Wealth Management Dashboard
  • Access to Exclusive, Vetted Investment Opportunities from HSA & TLW
  • Access to Members Only Portal of Extensive Educational Content
  • Access to High Speed Excursions
Legacy Clients Receive ALL of the Above PLUS:
 
  • Admission to Legacy Annual Event
  • K-1 Tracking on Managed Assets
  • High Speed Consulting Quarterly Calls
  • VANILLA Estate Planning Analysis & Annual Updates
  • Performance Reporting on Managed Assets
  • Access to Legacy-Only Investment Opportunities

The membership level is designated for Accredited Investors. Click Here for Accredited Investor information.