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tier 3 plan - $3,800 - $7,600 (20 to 40 hours)

This is for those who have the characteristics of Tier 2 but to a more complex degree. This is typically those who are business owners with multiple sources of compensation or executives with stock options or deferred compensation plans. Traditional retirement choices may not apply but philanthropic gifting and estate planning are paramount to your financial plan along with advance tax strategy. Investable assets or net worth well into the 7 figure range.