Advanced

The Advanced Plan is ideal for business owners, executive employees, or investors who have already established some financial items. However, a comprehensive understanding of these items is crucial to ensure they are on the right financial path. Whether it's a deferred compensation plan, a brokerage account (stocks/bonds), or a 401k, this plan will provide the detailed overview needed to guide them toward a secure retirement.

This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Osaic FA (OFA) and accompanying fee schedules. Clients should refer to their written agreement with OFA and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review OFA’s Form CRS and applicable Forms ADV Part 2A, which are available at https://osaic.com/fa.