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 As an FIS client you will receive the following services:
- Preparation of your unique Investment Plan, including modeling cash flows, retirement planning, and retirement income projections.
- Maintenance of the Investment Plan for those assets managed by FIS.
- Establishment and coordination of accounts at Charles Schwab & Co., and related asset transfers.
- Coordination of retirement plan-to-IRA rollovers.
- Active portfolio management for assets under FIS’ limited discretionary authority.
- Quarterly performance reviews.
- Monthly statements provided by Charles Schwab & Co.
- Trade confirmations provided by Charles Schwab & Co.
- As requested, provision of preliminary tax information (e.g., realized and unrealized gains, taxable interest, and dividends) for client’s tax planning.
- As requested, implementation of cost and tax efficient liquidations for unanticipated cash flow needs.
- Periodic meetings – typically annually – to review and update your Investment Plan.
- As requested, consultation and recommendations for cash flow strategies.
- As requested, implementation of cash flow strategies for planned cash flow needs.
- Coordination with your attorney, accountant, and/or insurance agent.
- Other services may be provided at extra cost based on our hourly rate.
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