One-Time Comprehensive Financial Plan
Comprehensive Financial Planning is ideal for individuals and families who have a wide variety of concerns and are looking for a customized plan that specifically maps out how to get from where they are, to where they want to be.
Helping our clients Achieve their Purpose is OUR PURPOSE. We do that by meeting with you several times over the course of 3 months. During these meetings we discuss your goals and concerns for your family and the future. We talk about what's important to you, and what steps you need to take to make those things happen. At the end of that three month period, you walk away with a roadmap that will guide you on your journey to ACHIEVING YOUR PURPOSE.
Financial Plans are tailor made for each individual and plans often address the following concerns:
Plans begin at $2,500 and price is determined based on the complexity of your situation and the amount of time involved in creating your unique plan.
Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the Cetera Advisors LLC's ADV Part 2A.
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.