New Clients

TAX PLANNING

IDENTIFY AMT ISSUES

$200

Yes, there are ways to lower your AMT Confirm if you are on track for your retirement goals and Learn if This will identify potential opportunities to do so

DEDUCTIONS & INCOME REVIEW

$200

General Discussion

INVESTMENT TAX ISSUES

$200

If you have Non-Qualified Investments, you could benefit from learning the impact of tax drag on your portfolio & rate of return

DISCUSS FINANCIAL POSITION

$200

Have a true understanding of your financial picture and learn what may be holding you back from achieving your financial goals

BUSINESS BALANCE SHEET

$600

Develop and/or analyze balance sheet, income statement, statement of Cash Flow, pro forma statements

EMPLOYEE BENEFITS REVIEW

$200

Would you like to understand what benefits are available to you through your employer and which benefits you should choose

RETIREMENT PLANNING

RETIREMENT NEEDS ANALYSIS

$200

Confirm if you are on track for your retirement goals and Learn if This will identify potential opportunities to do so you should save more, work longer or some combination

EDUCATION ON RETIREMENT PLANS

$50

You will be equipped to make a sound decision regarding your retirement plan’s options and funding level

SOCIAL SECURITY & MEDICARE

$300

Receive a report to confirm which option provides the greatest opportunity for you personally

BENEFICIARY REVIEW

$100

Receive a report to confirm which option provides the greatest opportunity for you personally

RMD & 72T ASSISTANCE ANNUALLY

$100

If you require Annual Assistance with RMD’s and/or 72t calculations

RISKALYZE ANALYSIS

$100

Provided with a Custom Risk Score and provided with an overview of current portfolio with recommendations

RETIREMENT PLAN ALLOCATION

$150

Provided with Semi-Annual Allocation reports & recommendation on Employer Sponsored Plan (401k, SIMPLE, SEP, etc)

IANALYSIS OF INDIVIDUAL SECURITY

$30

Per individual Security (CD, Bond, Stock, ETF, Mutual Fund) Non-Publicly Traded $80

INHERITED IRA

$100

Educate on the rules of inherited IRA’s and develop a strategy for taking withdrawals

CUSTOMIZE A PORTFOLIO

$250

Provided with a customized portfolio that aligns with your philosophy and objectives which can be implemented at any brokerage firm

ISECOND OPINION

$300

Review current holdings, fees, objective & provide Risk overview, grade, costs and stress test of current holdings with potential Alternatives

WEALTH EFFICIENCY

STOCK OPTION PLANNING

$450

Does your employer offer stock options? Do you need guidance on what is restricted, what you can exercise and how you can leverage it? You may have more options then you are aware of. There are ways that you may be able to benefit from these holdings by creating some flexibility making this benefit more than just another stock that you are holding.

REVIEW MORTGAGE OPTIONS

$450

How would you like to know that you have all of the important data allowing you to make the most informed decision on your next rental property or commercial property?
This walkthrough will educate you on important factors that you need to consider when purchasing or financing your next investment property.

CHANGE IN LIFESTYLE PLANNING

$750

Any change in your financial picture is not only financially stressful but it is emotionally stressful. You do not need to go through these dark hours alone. You can have a financial partner who will educate you through the process and help identify which documents you will need to gather, file and review period you will also have access to our network of specialists to help you In areas that are not practiced at Prescott Private Wealth, Inc.
Outside specialists charge a separate fee.
This package is valuable to job changers, widower, widow, or divorce**

SUCCESSION OR EXIT PLANNING

$600

Looking for ways to retain a key employee well creating a pathway that could lead to a succession or exit plan? Then this is for

FINANCIAL CONCEIRGE PER PARTICIPANT

$4000

Have access to our preferred subscription for a select few executives. This is the highest level of appreciation that you can give as an employee benefit.

BUY-SELL AGREEMENT ANALYSIS

$600

If you are like a majority of business owners, you probably have not reviewed your agreement recently. Give your shareholders a sense of confidence, knowing that their shares will be funded after a qualifying event. If you currently have a funding source in place, we will give you a thorough overview of premiums, cash value, and projected analysis based off of the insurance company’s data.

FEE FOR MANAGING ASSETS*
$100,000     -     $249,999         – 1.50%
$250,000     -     $499,999         – 1.25%
$500,000     -     $999,999         – 1.00%
$1,000,000  -     $4,999,999      – .75%
$5,000,000+                                 – .55%

Education Planning

STOCK OPTION PLANNING

$450

Does your employer offer stock options? Do you need guidance on what is restricted, what you can exercise and how you can leverage it? You may have more options then you are aware of. There are ways that you may be able to benefit from these holdings by creating some flexibility making this benefit more than just another stock that you are holding.

COLLEGE SAVINGS REPORT

$300

If you don’t know where to start with funding for your little one or older child you want to establish a savings plan to achieve your goals for your child’s higher education, then this will provide you what you are looking for. You will receive reports showing surplus or shortage with recommended strategies.

INDIVIDUAL COLLEGE REPORT

$100

Save yourself the daunting task of trying to learn what each college offers incoming Freshmen for awards and scholarships. Our reports will save you time and energy by giving you current numbers, based upon your Student’s GPA, ACT or SAT scores, and your financial situation.

COLLEGE REPORT 6 PACK

$500

Why would you need a 6 pack? The reason is, it is best practice to apply to at least six schools, to ensure that your student is receiving the most competitive offer from the school of choice. Applying to six schools gives you the ability to negotiate.

HIGHLY APPRECIATED STOCK PLANNING

$750

If you have old stock that has grown so much in value, that you are scared to sell it due to the tax implications, then you have found what you were looking for! We have a way to reduce that taxable burden. Your Holdings in the stock must be valued at a minimum of $500,000

RETIREMENT STRATEGIES

$3500

This is beneficial for your executive team to have access to an annual commitment of a professional who will review their retirement plan and portfolio allocation up to three times each year Additionally they will have access to a private portal that integrates their entire financial picture within Their personalized financial website.

PRICING COVERS UP TO 4 EMPLOYEES - $750 each additional employee

EMPLOYEE BENEFITS PLANNING

$400

Are you looking for ways to carve out additional benefits for your executives, while meeting your obligations for your rank and file employees? Your permission slip lies inside of this report.

FINANCIAL PRODUCTS

INSURANCES