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Experience Passion Commitment Results

How to work with Modern-Wealth, LLC

• $250,000 minimum - money invested with Modern-Wealth, LLC

• Not There Yet? Modern-Wealth, LLC would like to help you with your goals and plans in order to get there. We also work Fee For Service for Financial Advice & Consulting.
  

  1. Utilize us on an hourly basis - $150 per hour (typical initial consult is 45 minutes to 1 hour, with 1 to 1.5 hours of follow up & recommendation)

  2. We are available on an hourly basis, per your need. For example, Real Estate Consultation - review & consideration of issues involving investment property purchase

  3. Or pay an Annual Consulting Fee of $365 payable by January 31^st for ongoing experienced guidance in working toward financial goals. What's included?
     1. 1 hour review meeting of current situation, discussions around plans, goals, desires.
     2. Review of accumulated assets: employer sponsored 401k, IRA rollovers, existing education savings, CD's, Inheritance
     3. Review of family Income & Expenses / Cash Flow
     4. Review of Life Insurance, Disability & Long Term Care existing policies, group sponsored offerings as well as Insurance needs
     5. Additional services available at $150 hourly fee (real estate, business, ongoing cash flow, estate planning)

• Consulting on More Specific Needs - Do You Know What You Need, but need someone to help you evaluate your options? Modern-Wealth, LLC is a Registered Investment Advisor. As an independent Insurance and Investment Broker, Jennifer Lee can help you review and consider policy options.
  1. Long Term Care Insurance
  2. Individual or Group Disability
  3. Individual Life Insurance
  4. Estate Planning
  5. Executive Bonus
  6. Buy Sell Insurance
  7. Group Retirement Plan
     1. 401k plan takeovers $2M minimum
     2. Single 401k max funding
     3. SIMPLE IRA & Group Health

Contact Modern-Wealth