The financial plan document may include a summary of:
- Financial goals/values
- Retirement plan assumptions and conclusions
- Assets and cash flow
- Tax strategies
- Investment overview
- Insurance review
- College funding strategies
- Estate plan strategies
Each plan section includes a summary of your current situation, an overview of our observations and specific recommendations given your goals/values. The cost for a personalized financial plan ranges from $2,000 to $5,000 depending on the complexity of your situation. Those wishing to receive ongoing financial advisory help would transition into a new On-Going Financial Advisory Services contract.
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