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Levels of Service

Needs Analysis

Provides products and high-level single needs analysis.

Asset Management

Annual Fee-Based Management of Assets

Fee Based Financial Planning

Comprehensive in-depth analysis of current financial picture and recommendations for the future.

Needs Analysis

Our Needs Analysis Service is going to focus on a single need or objective. Our focus as a firm is on developing a comprehensive financial strategy for each client, but there are times where our clients desire a singular level of expertise. It could relate to a single piece of insurance or a single investment. Moving forward with our Need Analysis Service will cover an in depth look at the problem or need, recommendations for a solution, annual review of performance, and depending on the service Carter Bacharach Financial Group will typically be compensated through commission by manufacturer of the product purchased.

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Asset Management and Development

Asset Management and Development is the second level of our available services. We have certain clients who are only looking for fee based management of their investable assets. Through this platform we offer Asset Allocation and Rebalancing, Innovative Risk Management, Portfolio Enhancement, and Tax Planning Strategies. Included with our asset management platform we will perform quarterly or annual reviews based on client preference. Carter Bacharach Financial Group will be compensated a fee for service based on the total value of assets under management. 

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Fee Based Financial Planning Engagement

Fee Based Financial Planning is at the center of what we at Carter Bacharach Financial Group are able to offer to our clients. Characteristics of this platform include in-depth analysis of some or all of the following areas depending on your personal situation:

  • Net Worth and Cash Flow Analysis
  • Investment Planning Strategies & Allocation
  • Risk Management
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Fees for financial planning are based on the complexity of the situation in conjunction with the level of products or assets under management. Fee based financial planning also provides clients with the opportunity to implement our advice and recommendations with other providers. 

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