Investing Made Simple

Account Minimums: $10,000

You decide what investments you want in 

your Self Directed Account:

• Mutual Funds
• ETFs
• Stocks
• Bonds
• Options (trading is available)

You place trades online, on the  secure Cetera client portal, called Advice Works for : $19.95

If you prefer, you can call in your trade requests to have our traders place your unsolicited trades  on your behalf at a discounted rate 

Account Minimum: $25,000

Your LIVE Wealth Planners Financial Advisor will:

• Create a Comprehensive Financial Plan 
• Align assets to support personalized risk tolerance and customized  portfolios 
• Continue adjustments alignments to support your on-going life changes

Discounted all-in costs  starting at .945% basis points annually and go down from there!  The more money you invest, the lower the costs.

Minimum $25,000 

We do have Zero Fee Annuities Available

We have  Annuities that provide Lifetime Income

We have Annuities that have 

Full Principal Protection

We offer Annuities with  Guaranteed 

Fix Interest Rates

We offer Annuities that are attached to an index and offer Downside Protection 

Cost Vary

(Depending on Age, Tobacco use, Health Status)

• Life Insurance: Term & Whole Life 
• Long-Term Care
• Disability Insurance
• Group Life
• Group Health
• P&C and Individual Health Insurance offered Through Trusted Insurance* 

$1500

Comprehensive Financial Plan

Customized Financial Projections, detailed financial roadmap highlighting retirement cash-flow analysis, what-if scenarios, social security, employee benefit and pension analysis.

Account Aggregation, Electronic Vault

Account Minimums: $25,000

We have Cash and Money Market Alternatives:

• T-Bills  which are  issued by the U.S Treasury (1 month,  2 month, 3 month, 6 month, 9 month and one year time periods)
• Brokered CD = FDIC Insured
• 100% Principal Protected Notes

Interest Rates and Offerings change daily

Minimum: $0, we will establish a start-up

Open a new Retirement Plan for your Business 

OR  

Transfer over your  Current Business Retirement Plan to receive Exemplary Support and Advice with lower costs for the business and employees

• Online easy account access
• Education based support 
• Discounted fees for Business Owners and Employees
• Customized Plans to meet Business Owners expectations

Minimum: $500 and systematic of $50  

529 Plans help you save for those expensive school expensive.  We offer for our WI families, the Tomorrow Scholar plans.  For investors  in other states, we offer the College America 529 plan with American Funds.

"Start Small" Accounts have Specific Investment Strategies that fit All Risk Tolerances
Accounts Types Available: 

• 529 Plans
• ROTH IRAs
• Traditional IRAs
• Non-profits
• Non-qualified Accounts 

Or Email us at:

Christine@LIVEWealthPlanners.com