Wealth Consulting Packages

Our Purpose

At Libra Wealth Consultants we have been promoting wealth creation, preservation, and wealth transfer across generations since 1984. Our commitment to our clients is to prepare plans that pursue a balance between lifestyle goals with income and assets.

Financial Planning Services

We offer comprehensive financial planning that addresses financial, retirement, estate and business goals with Adam Tabak, a CERTIFIED FINANCIAL PLANNER™ professional.

Investment Management Services

As fiduciaries, we provide personalized and independent advice, putting your needs and best interests first. We propose, execute, monitor and evaluate portfolio performance relative to the client’s goals.

Financial Planning Packages

Comprehensive	Advanced
For couples & families in peak earning years nearing or in retirement	For HNW families or Bus. Owners focused on protecting and transferring wealth.
Detailed Retirement Planning Basic Income Tax Analysis Simple Estate Planning Cash Management/Analysis/Projection Complete Risk Analysis Meet with CPA/Attorney Social Security/TRS Coordination Large Purchases & Financing Debt Management	Comprehensive plus: Generational Planning Family Financial Education Charitable Giving Business Buy/Sell Planning Business Succession Advanced Estate Planning Informal Business Evaluation Stock Options/Executive Compensation
Initial Fee: $2,000 Ongoing Fee: $150/Mo* ^{*Ongoing Fee waived with $500k in managed assets with LWC}	Initial Fee: $4,500 Ongoing Fee: $299/Mo* ^{*Ongoing Fee waived with $1M in managed}