© 2019 by Joe Decker, Decker Financial Group.  

419-475-9393

joe@dfgohio.com

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1070 Commerce Dr. Building 3

Perrysburg, Ohio 43551

*Joseph Decker, Investment Advisor Representative. Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Decker Financial Group are not affiliated. AIC and Creative Financial Partners are not affiliated. Additional products and services may be available through Joseph Decker or Decker Financial Group or Creative Financial Partners that are not offered by AIC. Security products are limited to residents of Arizona, Arkansas, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Missouri, North Carolina, Ohio, Oregon, South Carolina, Texas.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Decker Financial Group or Creative Financial Partners will contact you to provide requested information.

 

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

 

 

***Check the background of this investment professional FINRA's BrokerCheck***.

Matching net worth to investment opportunities

January 15, 2017

 

 

The Genesis Program is divided into five levels* based on total net worth. Each level includes a free initial consultation and the following list of services:

 

Comprehensive Financial Planning and Implementation; Personal Risk Assessment; Financial and Wealth Management; Life, Health and Disability Income Insurance Planning; Access to Tax and Legal Advice; Retirement Planning; Fundamental and Technical Investment Analysis; Employee Benefits Review; Estate Planning; Fundamental and Technical Investment Analysis; Employee Benefits Review; Estate Planning Review and Recommendations; Back Office and Administrative Support; Electronic Invoicing; As-Needed Meeting and Consultations; Scheduling and Appointment Reminders.

 

Level 1 - Up to $99,999 of net worth.  $600/year

One in-depth meeting that includes market commentary and complete portfolio review plus an annual client appreciation event invite.

 

Level 2 - $100,000-$249,000 of net worth.  $1,000/year

All services included in Level 1 subscription plus one annual check-up review to discuss any necessary adjustments to the portfolio or plan as well as quarterly market commentary.

 

Level 3 - $250,000-$499,999 of net worth. $1,500/year

All services included in Levels 1 and 2, plus an additional review meeting at client's request and quarterly performance updates.

 

Level 4 - $500,000-$999,999 of net worth. $2,500/year

All services included in Level 1-3 subscriptions, plus concierge pickup and drop-off service for meetings and discounted tax return preparation.

 

Level 5 - $1,000,000+ of net worth. $3,500/year

All services included in Levels 1-4, plus quarterly performance consultations, free tax return preparation and discounted estate planning preparation.

 

*Each level is subject to a $400 plan setup and implementation fee.  All prices discretionary and are subject to change without notice.

 

*Prices are not inclusive of trade execution charges.

 

*Commissions may be earned on insurance products.

 

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