Freedom

$3,000.00 / month

Description

    • Performance Reporting on Managed Assets
    • Completed Financial & Risk Tolerance Plan with Income Planner
    • Completed Estate Plan (additional fees may apply)
    • Completed Asset Allocation & Cash Flow Modeling
    • Quarterly Calls with the HSA Advisory Team
    • Quarterly Calls with High Speed Consulting Team
    • Fair Market Value service of managed IRAs
    • 1099 & K1 Tracking (additional fees may apply)
    • Access to all HSA Events (Live & Virtual)
    • Access to High Speed Excursions (additional fees may apply)
    • Access to all HSA Group Calls