At Strategy Squad, our clients have access to wealth management strategies and solutions that are diverse, price competitive, and designed to meet their unique needs. Investment management services are provided by Qualified Planning, a Registered Investment Advisory firm, for asset management solutions and back-office support.
Financial Planning
Rate: $300/hour, with a $2,500 minimum deposit for a comprehensive financial plan
- Retirement income and distribution planning
- Pension payout planning
- Real estate investment planning
- Tax planning
- Cash-Flow and budgeting
- Risk exposure analysis
- Inheritance and asset transition planning
- Education funding analysis and recommendations
- Equity compensation planning
- Assessment of insurance coverages
Investment Services
Minimum account size: $500,000
Annual management fee: 1.0% of total assets under management
- Managed portfolios
- Portfolio rebalancing
- Bonds
- Common stock
- Mutual funds
- ETFs
- Government securities
- Trust Funds
- Retirement plans – 401k, 403(b), Profit-sharing plans, Money purchase plans, Pension plans, Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs
- Tax-loss harvesting
- Charitable giving and social impact investing
- Wealth management for family offices
Financial Wellness Program
Fee: Negotiated per contract, based on expected employee participation
- Holistic financial education seminars delivered on-site
- Taught by a CFP® professional
- Integration with employer’s existing benefits plan
- Customized program to improve financial wellbeing of employees
- Evaluation and reporting
Financial planning and investment management services are offered through IRA Solutions, Inc. d.b.a. Qualified Planning (“Qualified Planning”). Qualified Planning is a California-based investment adviser registered with the California Department of Business Oversight; however, such registration does not imply a certain level of skill or training. A copy of the Firm’s brochure may be obtained by contacting Qualified Planning at (619) 309-4700 or davids@dunhillinsurance.com. Additional information about Qualified Planning is also available on the SEC’s website at www.adviserinfo.sec.gov.
