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Fixed Fee Financial Plan

  • 30 minutes
  • Introductory Meeting

Service Description

This service is for clients that may want a comprehensive financial plan or a plan for a certain financial goal (i.e. College Savings, Retirement Savings, etc.), but do not want planning on an ongoing basis. The fee for this service will range between $500.00 and $2,500.00 depending on complexity of the planning requested.

Contact Details

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