Advice-Only Financial Planning
Fees Are NOT Based On Income or Asset Size.
Comprehensive Financial Plan
A Comprehensive Financial Plan Can Include A Selection Of The Topics Below:
- Personalized Investment and Tax Strategies
- Retirement Planning
- Financial Document Review
- Debt Minimization Strategies
- Maximizing Social Security Benefits
- Employee Benefit Optimization
- Investment Portfolio Construction
- Long-Term Care and Estate Planning
- Risk Management and Insurance Planning
- Strategies to Decrease Financial Abuse
- Advice about Financial Management
- Education Planning
$4,000 One Time Fee
Professional Service
Professional Service Can Include The Topics From The Comprehensive Financial Plan, Plus Any Other Topic That Needs to Be Addressed. Here are Some Examples Below:
- Small Business Planning
- Tax Law Research
Based on Complexity
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Phone: (209)701-6259
Email: dm@spark-fin.com