Planning Membership
Ongoing Guidance.
A Planning Relationship.
Premier Planning is designed for clients seeking an ongoing financial planning relationship with an advisor.
It combines budgeting, investing, retirement planning, tax strategies, insurance reviews, and estate planning into a cohesive partnership, offering guidance and planning as your life and priorities change.
Premier Planning Includes:
Includes all of our one-time plans
Unlimited plan development and updates across all planning areas
Unlimited inquiry support through email and phone
Up to four (4) formal virtual planning meetings per year, scheduled as needed
Annual tax preparation and tax planning (a $219 value)
Discounted investment management fees (0.55% annually)
Planning services for dependent children through age 24*
*Tax preparation services are billed at a discounted rate. All other advisory services are included under the household rate for dependent children through age 24.
Premier Planning Discounts
Memberships start at $59 per month, with reduced rates for clients who maintain a ClearVue-managed investment account of $25,000 or more.
Premier Planning Fee Adjustments for Accounts Managed by ClearVue
$0 – $24,999: $59/month
$25,000 – $99,999: $49/month
$100,000 – $249,999: $39/month
$250,000 – $499,999: $29/month
$500,000+: Planning Membership Included
View Investment Management Services
Clients do not need an investment account to use Premier Planning Services.
Premier Planning is billed separately from investment management services.
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Start Planning with ClearVue
Introductory conversations are informational and focused on mutual fit.