Services for Children of Clients

We know that advice for those you love is important, so we extend our relationship with clients through the generations by providing some special services for children of clients.

Children who are not be ready for comprehensive ongoing service, can take advantage of:

Complimentary advice

Clients’ children can schedule complimentary short discussions about specific questions, such as a 15-minute conversation about mortgage rates.

Point-in-time planning

Point-in-time financial planning at an hourly rate is available primarily to client’s children. This is useful for issues such as:

  • Making the most of work retirement plans
  • Home purchasing
  • College accumulation planning
  • Estate planning
  • Investing guidance on platforms outside of LWP

Reduced minimums

For clients’ children who are ready for an ongoing relationship, we offer a reduced minimum fee for comprehensive financial and investment management.

Their annual minimum fee is $7,500, which is equivalent to about $500,000 in investable assets.

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