OFFICE HOURS:
M – F 9AM – 6PM
SAT 9AM – 1PM (by appointment only)
$2,500 – $3,499 LIMITED FINANCIAL PLAN
This is a formal written financial plan covering investments, asset-allocation, and retirement planning. The fee is determined by the complexity of the case and the number of hours involved in the project. Included are 30 days of implementation assistance.
$3,500