Fee Based Planning

FEE BASED FINANCIAL PLANNING

Provide Comprehensive or Specific Planning advice to create a plan of action to help you obtain your financial planning goals. Our fee for planning services can be offered on an hourly or plan basis. The fee will range depending on the size and depth of your financial situation.  No product(s) will be sold to you, only solutions will be provided. This is an advice only planning service.

FEE BASED INVESTMENT PLANNING

Providing advice to help you manage your investments depending on your risk tolerance level, tax bracket and time frame to help you meet and potentially exceed your goals. Our due diligence will also include reviewing appropriate asset classes, expense ratios and tax effectiveness, to help you accumulate and protect your investment growth. The asset-based annual fee charged is deducted from your investment account(s) on a monthly basis.  Fee is negotiated between the planner and client.

SPECIFIC FEE-BASED PLANNING ADVICE:

•  Life Insurance Analysis
•  Long-term Care Analysis                                       
•  Disability Analysis
•  Retirement Income Analysis                                   
•  Tax Planning Analysis
•  Estate Analysis                                                     
•  Special Needs Planning