Wealth Management Program
Our Wealth Management Program is designed to provide our clients with a complete, comprehensive package of personal financial services. All too often clients must work with a number of different advisors to receive these services. While the client's best interests are always at heart, there is frequently little coordination among these advisors. With this in mind, we've bundled our services into one integrated program - The Wealth Management Program. Our clients benefit from receiving a lower overall cost for the combination of services and from receiving well informed, integrated financial advice.
The Kuntz Lesher Capital Wealth Management Program is available to investment management clients with a specified minimum balance. Clients will receive the financial services listed below at no additional cost beyond their annual investment advisory fee.
- Preparation of federal, state and local income tax returns, including quarterly estimates
- Preparation of a personal financial plan, including periodic updates
- Preparation of personal financial statements as needed
- Life, Health, Variable Annuity, & Long-Term Care insurance planning and review
- Risk management planning and review
- Retirement planning
- Estate and gift tax planning and strategies
- College funding programs for children or grandchildren
- Credit management and debt consolidation
- Assistance in obtaining loans (mortgage or personal)
- Ongoing client consultation and education
- Serve as "one point of contact" for all financial issues