Perennial Pride Engagement Options

 Account onlyProactive LiteProactive Full
Proactive CoreProactive Retirement
Review strategies for IBC, Life Insurance, Disability, Annuities
Service accounts annually
Annual CIQ/MAP Planning (establish priorities)
Access to Virtual Family Office (PPP delivers on priorities to VFO action)
Access to Proactive Coordinator to connect with experts
Conduct holistic review of all areas of financial life (i.e. protections, wealth building) * see appendix for details - Includes 4-6 meetings over approximately 3 months
Delivery of analysis, strategies and recommended actions
Access to additional hourly sessions as needed
Bi-annual meetings to review priorities and performance against goals
Investment management
Access to planning tools (e.g. Rightcapital, Currence)
Free educational sessions on various topics of wealth building (e.g. advanced tax strategies, asset protection)
Credits to use for separate consultations
Can request hourly sessions
4 hours
4 hours
Exclusive monthly newsletter on new opportunities
Retirement Income and withdrawal strategy development
Social Security strategies
Medicare/Healthcare costs strategies
Wealth Transfer strategies
Annual Rates
$3,600 / One time deal

* Charged for each review as requested


  • Insurance Needs analysis (assets, income, life)

  • Estate Planning

  • Privatized/Family Banking

  • Cash flow analysis

  • Tax awareness and optimization strategies

  • Equity Investment Management

  • Risk Profile Assessment

  • Debt/mortgage Assessment

  • Tax Efficient/Alternative investments

  • Proactive tax planning

  • Charitable giving strategies

  • Real estate investing

  • Net Worth statement

  • College funding

  • Business financing/protection