CONCIERGE SERVICE

WHAT IT IS Additional service to help with implementing the Precision InvestingTM approach in more complex situations. WHO IT IS INTENDED FOR The service is intended for investors whose needs go beyond the capabilities of the online service, either because of the greater complexity of their circumstances or because of the need for greater assistance with plan implementation. As this service is less economical than the online service, we suggest that clients begin with the online service and migrate to the Concierge Service as the need arises. Of course, it is possible to begin directly with the in-person service.