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Financial Planning Fees

Because each individual client is different, we charge a flat rate for our financial planning clients beginning at $200.00. If you are also an investment advisory client, or plan on becoming one, that extra fee is waived. 

You can choose a comprehensive plan which includes all of the following, or you may pick and choose which services best suit your needs: 

  • budgeting
  • cash flow analysis
  • debt reduction planning
  • education planning
  • social security strategies
  • tax planning
  • insurance analysis
  • retirement planning