Fee Based Planning
Fee Based Financial Planning
For comprehensive financial planning services, a flat fee is charged depending on the scope of work involved for your personal situation.
Some questions explored might include:
Are my investments allocated to meet my risk profile?
Are my investments tax efficient under the new tax laws?
I am recently widowed, what should I do now?
Do I have enough money to fund my lifestyle in retirement?
If I die early will my family be provided for?
What is the best way to save for my childrens college education?
I received an inheritance, what should I do?
How do I ensure that my partner will be provided for if I die?
What do I do now that I won the LOTTERY?
When should I begin taking my social security benefits?
However, these are not the only ones, and your additional questions are very important to have solid answers to as you build and travel your road of retirement.