The following are rough guidelines. We will provide you with an estimate prior to commencing an engagement.
$2,000 to $3,500 per segment
- Long range financial projections and wealth accumulation strategies
- Short-term cash flow management and analysis of financing alternatives
- Estate and gift planning
- Education and other goal funding strategies
- Investment policy statement
- Stock options strategies
- Retirement planning
- Sophisticated tax planning consultations
- Insurance needs analysis and product evaluations
