Service Packages

We think you should be in control of the relationship. Our service packages have been developed to let you select the level of involvement you desire from your financial professional. You can go it alone, benefit from our educational sessions, get some minimal guidance or rely on us to monitor your portfolio. You can engage us to provide a complete set of financial plans or just one.


Bronze	Agora eClient Bundle¹ OR Beacon Securities your Broker¹ Online Tools Financial Fitness Club Laying the Ground Work 20% Discount on Financial Plans


Silver	Agora eClient Bundle¹ OR Beacon Securities your Broker¹ Online Tools Financial Fitness Club Laying the Ground Work Annual Meeting at Home or Office Ongoing Monitoring of Investments 40% Discount on Financial Plans and Tax Returns


Gold	Agora eClient Bundle¹ OR Beacon Securities your Broker¹ Online Tools Financial Fitness Club Laying the Ground Work Semi-Annual Meetings at Home or Office Ongoing Monitoring of Investments One Financial Plan^* and Two Tax Returns Yearly
(for those over $150,000)

Platinum	Agora eClient Bundle¹ OR Beacon Securities your Broker¹ Online Tools Financial Fitness Club Laying the Ground Work Semi-Annual Meetings at Home or Office Ongoing Monitoring of Investments One Financial Plan^* and Two Tax Returns Yearly Quarterly Reporting
(for those over $300,000) NOT YET AVAILABLE
1 - The dealer or broker with whom you will hold your investment account to implement your investment plans. Dealer or brokerage charges may apply and adhoc trading costs will be extra * - 40% Discount on Financial Plans applies to additional plans in same year

Costs Do Matter

The information contained herein, written and published by Efficient Wealth Management, is presented as a general source of information only, and is not intended as a solicitation to buy or sell investments, nor is it intended to provide professional advice including, without limitations, investment, financial, legal, accounting or tax advice. For more information on this topic or on any other investment or financial matters, please contact your professional advisor.