Financial
Project
Duration of Service: 4 to 6 weeks
Stand-alone Project
Starting at $2,400
Wealth
Planning
Duration of Service: Ongoing
Starting at $2,400 per quarter. Fee based on 0.80% of Net Worth up to $4 million
Comprehensive
Wealth Management
Duration of Service: Ongoing
Defined as $10 million plus Net Worth value. Starting at $68,000 per year
Case Studies
While every plan we create is unique, we’ve developed a few hypothetical case studies—based on actual situations we’ve faced with our clients—to help you better understand how our services can fit into your life.
All Clients gain access to our Illuminate Professional Network.
Vetted Outside Professional that meets the Illuminate standard of service, fair market value fees, privacy and care of personal information, and industry expertise.
Health & Life
- Health Insurance Broker
- Life & Disability Insurance Agents
- Long-term Care Insurance Agents
- Medicare Supplemental Insurance Agents
Legal
- Corporate Attorney
- Estate Planning Attorney
- Real Estate Attorney
FInance & banking
- CPA
- Mortgage Broker
real estate
- Mortgage Broker
- Property & Casualty Insurance Agents
- Real Estate Attorney
Corporate
- Corporate Attorney
- CPA
- Property & Casualty Insurance Agents
- Corporate Trustee
