Financial Planning Menu
Retirement Planning
Custom Retirement Blueprint
Personalized retirement strategy tailored to individual goals and timelines.
$300
Retirement Portfolio Review
Comprehensive analysis of retirement accounts and investment options.
$150
Retirement Savings Workshop
Workshops focused on maximizing retirement savings and benefits.
$75
Wealth Management
Wealth Assessment Consultation
In-depth assessment of current financial situation and investment goals.
$250
Personalized Investment Plan
Tailored investment strategy designed to grow wealth over time.
$400
Wealth Management Membership
Monthly subscription for ongoing wealth management and advice.
$100
Estate Planning
Complete Estate Plan
Comprehensive estate planning service including wills and trusts.
$500
Estate Tax Strategy Session
Consultation to discuss estate tax strategies and implications.
$200
Estate Planning Seminar
Educational seminar on the importance of estate planning.
$50