Wealth Plans
Our customized plans and services aim to provide you with the tools for a better tomorrow, addressing your specific goals such as retirement visions, family support, and asset protection. Explore our Financial Planning and Asset Management options tailored just for you.
3T Foundational Wealth Plan
Aimed at individuals who are just starting to build their financial base.
- Cash Flow Management (what’s coming in and where is it going?)
- Net Worth Assessment (what are our assets and debts
- Personalized Savings Strategies
- Insurance Review
- Debt Management
Cost: Initial Fee $1,500.00 , Starting year 2: Monthly Subscription $50.00
3T Progressive Wealth Plan
Geared towards those who have established a foundation and are looking to grow their wealth and begin retirement planning.
- Everything in the Foundational Wealth Plan
- Children’s educational planning
- Tax Planning
- Benefits Review
- Estate Planning
- Retirement Planning (Accumulation Focused)
Cost: Initial Fee $2,000.00 , Starting year 2: Monthly Subscription $85.00
3T Golden Years Retirement Plan
Specifically designed for individuals planning and preparing for their retirement years and beyond.
- Everything in the Progressive Wealth Plan
- Retirement Distribution Planning
- Social Security Strategies
- Life Care Planning
- Medicare Planning (Accumulation Focused)
- Professional Collaboration (with CPA, Attorney, etc)
Cost: Initial Fee $3,000.00 , Starting year 2: Monthly Subscription $125.00
A Team of Professionals at Your Back
With many financial advisors, you’re assigned to a single advisor who manages your account. At Prominent Peak Wealth Management, we take a team-focused approach that allows us to leverage our entire team’s knowledge and experience to your benefit. We play to each other’s strengths, offering each other essential support and giving you the expertise of every advisor in our office.