Full Financial Plan
Planning Services
- Investment Management & Allocation
- Cash Flow Analysis
- Net Worth Analysis
- Estate & Gift Planning
- Insurance Review
- Retirement Planning
- Social Security Benefit Analysis
- Special Needs Planning
- Medicare Enrollment
- Pension Claiming Strategies
- 401(k), 403(b), Roth, and Other Compensation Plans
- Group Life Insurance
- Business Continuation Planning
Cost: $2,500
Includes
- Initial Meeting
- Plan Presentation
- 45- day Follow Up Call
Combination of Full Financial Planning and Ongoing Consultation
Reduced Cost: $4,000/yr
Payments can be made yearly, semi-annually, quarterly, and monthly