Our Services

At Consullence, we believe that effective investing is about more than just trading assets; it’s about building a sustainable financial future. Our suite of services is designed to cater to a wide range of investment needs, whether you’re an individual investor looking to grow your wealth or an organization seeking comprehensive financial strategies. Below, you will find detailed descriptions of the services we provide, alongside transparent pricing structures.

1. Investment Advisory Services

Our Investment Advisory Services are aimed at individuals and families who seek professional guidance in navigating the complexities of today’s financial markets. We offer tailored investment strategies based on in-depth market analysis and an understanding of your unique financial goals.

Core Offerings:

• Personalized Investment Plans: We create custom investment plans aligning with your risk tolerance, time horizon, and financial goals. Price: $1,500
• Portfolio Management: Our team monitors and manages your investment portfolio, making adjustments as necessary to optimize performance. Price: 1% of assets under management annually
• Quarterly Performance Reports: Detailed reports analyzing portfolio performance and market trends to keep you informed. Included in portfolio management

2. Wealth Management

For more affluent clients, our Wealth Management services provide a holistic approach to managing your assets. We focus on strategic wealth preservation and growth, ensuring that your wealth works hard for you over the long term.

Core Offerings:

• Comprehensive Financial Planning: An all-inclusive plan covering investments, taxes, estate planning, and more. Price: $3,000
• Tax Optimization Strategies: Recommendations to minimize your tax liabilities while maximizing your after-tax returns. Price: $1,200
• Estate Planning: Guidance on protecting your assets and ensuring they are passed on according to your wishes. Price: $2,000

3. Retirement Planning

Retirement may seem far off, but strategic planning is essential to ensure financial independence when you reach your retirement years. Our Retirement Planning services help you create a roadmap to your future financial security.

Core Offerings:

• Retirement Strategy Development: Customized retirement plans based on your current financial situation and future goals. Price: $1,800
• Investment Allocation for Retirement Accounts: We guide you on diversifying investments in your 401(k), IRA, and other retirement accounts. Price: 0.75% of assets under management annually
• Social Security Optimization: Strategies to maximize your Social Security benefits. Price: $500

4. College Savings Planning

Planning for your child’s education can be daunting, but with our College Savings Planning services, we help you navigate the options available and implement a savings strategy that meets your goals.

Core Offerings:

• Education Funding Analysis: Assessing your current savings and creating a funding plan to cover future education costs. Price: $1,200
• 529 Plan Setup and Management: Assistance in establishing and managing a 529 Plan, focusing on tax benefits for college savings. Price: $500

5. Financial Planning Workshops

At Consullence, we believe in empowering our clients through education. Our Financial Planning Workshops cover a variety of topics to enhance your understanding of financial markets and personal finance.

Core Offerings:

• Beginner Investing Workshop: A comprehensive introduction to investing for individuals who are new to the market. Price: $200 per person
• Advanced Investment Strategies Workshop: For seasoned investors looking to refine their investment techniques. Price: $400 per person
• Retirement Planning Seminar: Expert advice on how to secure your financial future during retirement. Price: $300 per person

6. Market Research and Insights

Understanding market trends is key to informed investing. Our Market Research and Insights service provide valuable data and analysis on various asset classes and economic factors that influence the markets.

Core Offerings:

• Monthly Market Reports: Comprehensive reports covering market trends, sector performance, and economic indicators. Price: $150 per report
• Custom Research Reports: Tailored research on specific industries, sectors, or companies to meet your investment needs. Price: Starting at $1,000

7. Alternative Investments

Explore untraditional investment avenues that can diversify your portfolio. Our guidance on Alternative Investments includes real estate, commodities, and private equity.

Core Offerings:

• Real Estate Investment Guidance: Consultation on opportunities in residential and commercial real estate. Price: $1,500
• Commodities Trading Insights: Analysis and advice on trading commodities such as gold, oil, and agricultural products. Price: $1,000
• Private Equity Opportunities: Access to pre-vetted private equity funds and co-investment opportunities. Price: 2% of investment amount, based on fund

Why Choose Consullence?

Choosing an investment company is a significant decision, and at Consullence, we strive to stand out with our personalized approach and our unwavering commitment to your financial success. Here are a few reasons why you should partner with us:

• Experienced Professionals: Our team consists of seasoned financial advisors and market analysts with a proven track record.
• Client-Centric Philosophy: We prioritize your needs, ensuring that every service we provide is customized to fit your specific goals.
• Transparency: We maintain clear communication about fees and strategies, ensuring you are always informed.
• Comprehensive Solutions: From investment guidance to market insights, we provide a full spectrum of services under one roof.

Start Your Journey Today

Ready to take control of your financial future? Let Consullence be your trusted partner in achieving your investment and financial goals. Contact us today to schedule a consultation or to learn more about any of our services. Take the first step toward building a solid financial foundation and a prosperous future.