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Planning & Consulting

For those that need advice on anything in their financial lives; we can provide research, recommendations, and guidance for a consulting fee.

What to Expect

Our Process
Our History

Planning & Consulting Services

Sample pricing listed below is subject to change based on specific situation

Project & Consulting Fee Schedule

Investment Research and Profile Report $100

Outside Account Holdings Research and Morningstar Profile Report

Mortgage / Loan / Refinance Review $150

Provisions / Features, Amortization, Payoff Strategy and Questions

Existing Insurance Poliacy Review $250

Life, Disability, Long Term Care

College Expense Needs Planning $250

Analysis and Funding Recommendations

Social Security Analysis and Strategy $250

From PDF or XML Files, Maximization of Benefits

Personalized Risk Profile and Sample Allocations $250

Investment Allocation Balanced for Your Personal Needs and Goals

Employer Health and Benefits Review $200 +

Summary Plan Description Analysis, Options and Review of Marketplace comparisons

Tax Return Review $200 +

Review Income, Deductions, Contributions Allowed

Estate Planning Coordination and Document Review $250 +

Provide Coordination, Questions and Clarifications for Legal Counsel

Death Claim Assistance $500 +

Process Death Claim Forms and Review Options when Available

401k / Employer Retirement Plan Review $500 +

Risk Profile, Provision and Matching, Investment Allocation, Research as Possible

Pension Analysis $500 +

Pension election timing analysis and maximization strategy

Retirement Savings Strategy Plan $1500

A financial strategy plan focused on accumulation and distribution strategies for income needs, retirement timeframe and probabilities analysis of success

Comprehensive Financial Strategy Plan $2500

A Comprehensive financial strategy plan structured around financial accumulation, savings and distributions, addressing risk and mitigation strategies, tax efficiency, and estate planning

Hourly Consulting Rates

Financial Advisor/Planner Time $300/hour

Licensed Support Staff Time $100/hour

Non-licensed Support Staff Time   $50/hour

Planning & Consulting Agreement

Planning & Consulting Agreement

Click below to view our planning and consulting agreement

Planning & Consulting Agreement