Capital Insurance & Investment Planning - Doylestown, PA

CONNECT

Address:

350 East Butler Ave, Suite 102
Doylestown, PA 18901

Phone:

215-345-6961

Fax/Other:

215-893-5463

Service Matrix

Service level I:      Typical Asset Level: Less than $100,000

Service level II:     Typical Asset Level: $100,000 to $500,000

Service level III:    Typical Asset Level: Above $500,000

 

Advice & Services

Service Levels

I

II

III

Primary Contact: Analyst

 

 

Referral Rewards Program!

 

 

Client Life Interview

 

 

Unlimited Phone Call to The Office

 

 

Internet Access to Consolidated Statements

 

 

Cost Basis & Income Tax Related Calculations

 

 

Company Retirement Plan Review

 

 

Income Tax, Estate Planning & Insurance Review

 

 

Primary Contact: Advisor

 

 

Annual Meeting with Advisor

 

 

Quarterly Meeting with Advisor

 

Personalized Computer Consulting Related to Software & Outline Account Access

 

Personalized Financial Plan and Annual Updates

 

Access to Private Managed Accounts and Wealth Managers

 

Access to Asset Allocation Programs (Diversification Models)

 

Quarterly Performance Reporting for Fee-Based Accounts

 

Brokerage Accounts for Individual Stocks or Bonds

 

Automatic Account Rebalancing (for certain accounts)

 

Invitation to All Company Educational Events

 

Quarterly Online Performance Reporting

Waiver of Ticket Charges for all Fee-Based Managed Accounts

Annual Meeting with CPA & Attorney

Birthday Lunch or Dinner with Client & Spouse

Invitation to All Company Social Events, Golf Outings and Company Parties

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck