Subscription Service
For many of us, subscriptions have become a way of life. Now you can add financial advice to this list. The Birds Eye subscription service is geared towards young professionals who are looking to start a foundational financial plan, or towards "do it yourselfers" who may want to manage their own investable assets but still need our advice for a more complete financial plan. The subscription service provides you with an on-going relationship with a Birds Eye advisor and access to plans, tools and a network of professionals to guide you along the road to achieving your financial goals. The first step is a meeting with a Bird Eye advisor and the establishment of an initial financial plan, which costs $500. Once the initial plan is set there is a $150 monthly fee for which you get the following services:
- On-going relationship with your advisor at Birds Eye
- A comprehensive financial plan including cash flow, investment analysis, retirement and college planning. Additionally, areas such as estate planning, life insurance and disability insurance will be reviewed and recommendations provided.
- All information loaded into GDX 360 our goals based financial planning platform and aggregation tool. With GDX you also have the option to create your own personal client website to see how you are tracking towards your planning goals, upload important documents into your personal vault and link outside accounts for one comprehensive view of your finances.
- Annual in-person or virtual meeting (your preference) to review and update your financial plan. Additional meetings can be held due to life-changing events.
- Asset allocation recommendations for any employee-sponsored retirement plans such as 401K’s and 403B’s
- Additional communication with your advisor via phone, email, and/or web conference throughout the year as requested.
- Access to Orion performance reporting for both advisor-guided accounts and 3rd party outside accounts.
- Access to our monthly market updates and blogs
- Access to our professional and trusted contacts throughout an array of industries