EnRich Financial Partners Service Offerings
EnRich Financial Partners offers three basic types of service:
1) Financial Planning and Portfolio Management Services
Designed for individuals and families desiring the most complete wealth management approach, this service combines Portfolio Management with Financial Planning (described below) to form the most comprehensive and coordinated advisory structure that we offer.
2) Portfolio Management Services
For those clients seeking investment advisory services, this option includes an initial investment evaluation, implementation of suitable investment strategies and ongoing portfolio management.
3) Financial Planning Services
Depending on the situation, some clients only need a written, strategic plan established to solve specific challenges or attain certain goals. This service may include an evaluation of:
- Retirement income and capital needs
- Income/capital gains tax situation
- Investment opportunities
- Estate planning and estate tax minimization
- Charitable giving options
