Retainer Period Services

Retainer Period Services:
The A.I. Group, Inc. provides financial planning clients with a retainer period after the final plan presentation. Retainer periods range from 3, 6 or 12 months based on the level of financial plan selected.

Implementation Resources – The A.I. Group, Inc. offers our clients access to a team of well-respected seasoned professionals who are proven experts in their related fields. We act as liaison between your team (which may be made up of your personal team or introductions to our team) and the implementation of your final plan if you so desire. We will guide and oversee the execution of your plan to confirm the strategies and products used are as consistent with the clients’ goals as illustrated in the plan.

Facilitate Implementation of the Plan – The A.I. Group, Inc. provides our clients with a final customized comprehensive financial plan that includes an action plan that helps facilitate the implementation of the plan. Once retained by our clients, we follow along with our clients’ progress to be sure that their plan is actually implemented and not placed on a shelf to collect dust.

Answering personal financial questions throughout the year – At The A.I. Group, Inc., we understand that personal finance is a work in progress. Once retained by our clients, we are accessible for the corresponding 3, 6 or 12 month retainer period to answer any personal finance question that may crop up over the year. Our clients do not have to face the confusing world of finance alone nor do they have to watch a running clock when they have important questions.

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