Basic
Free
WealthcheckSystem™
 
 
 
 
 
 
 
 
Bronze
$25/Month
Bronze WealthCheck™
5 Videos
5 instructional blogs
Annual review
 
 
 
 
 
Silver
$100/Month
Silver WealthCheck™
7 Videos
7 Instructional blogs
Annual review
 
 
 
 
 
Gold
$250/Month
Gold WealthCheck™
10 Videos
10 Instructional blogs
Annual review
 
 
 
 
 
Premier Client Services
$500/Month
PCS WealthCheck™
15 Videos
15 Instructional blogs
Qualified plan install/quarterly review
Tax review
Estate plan review
Entity plan review
Consultation with professional advisors