Level Four® Advisory Services

Level Four® Advisory Services2018-12-14T12:25:10+00:00

We are changing the way financial advice is delivered through

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CLIENT-DRIVEN.

We allow you to define the scope of the planning engagement. This way, we only focus on what you feel is most important.

PROACTIVE.

We communicate proactively and address financial issues before they arise. We’ll stay in touch with you on a planned, regular basis – and any time there is an issue.

TRANSPARENT.

As your fiduciary, we have a responsibility to offer you the highest quality advice and always do what is in your best interest.

Let’s discuss a plan that will get you where you want to go.

Taking your finances in the right direction is not always easy, especially if you receive advice that isn’t focused on your personal goals. Our team of specialists at Level Four® Advisory Services understands these challenges and can propose targeted solutions for the issues that matter most. Our flexible fee structure is tailored to meet your needs by allowing you to only pay for the advice you find valuable—whether you are an individual, family, business owner, or corporation.

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Let us help you navigate – What Keeps You Up At Night?

The Level Four® team works alongside your trusted CRI CPA to supplement your financial planning needs, offering objective advice to our clients on life’s most important financial decisions.  As your trusted advisor, we are committed to identifying what is truly important to you.

Complete the survey to help us understand your current goals, priorities, and concerns in your pursuit of financial freedom — Ready to get started?

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Holistic Advice

Our team of specialists work together to provide you a variety of wealth management services, including:

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THE FOUR LEVELS

LEVEL ONE

Organize and simplify your financial information.

LEVEL TWO

Create scenarios to help fulfill your dreams and ambitions.

LEVEL THREE

Identify and plan for unpredictable events.

LEVEL FOUR

Communicate proactively on a planned, regular basis – and any time there is an issue.

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Level Four® Advisory Services is ranked 13th by AUM in Accounting Today’s 2018 Wealth Magnets Ranking.

Exploring the Advantages of Level Four

Learn how Level Four can help steer CRI clients toward financial success.

Q: Can you help me implement an existing financial plan?

A: We can! Our specialists have access to a variety of tools that can help you meet your needs. These resources include investment management, corporate and individual retirement plans, and insurance and risk management products.

Q: How does Level Four’s advisory approach differ from that of other wealth management firms?

A: Some firms may focus only on one particular task, such as selling a product or gathering assets. Other firms may require a minimum account size before performing services. Level Four’s clients do not have to meet any minimum qualifications. Our primary objective is to guide you toward financial health – regardless of your size or investment goals.

Q: I don’t need to implement a full financial plan right now. How will you bill me for your services?

A: Our fee structure might vary depending on our work together. We may charge an hourly or a project-based rate—and hope to engage clients in the same way they engage with other CRI team members. However, your first conversation with us is complimentary because we want to make it as convenient as possible for you to understand how we can help you meet your financial goals.