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?