Flat Fee

Showing all 6 results

• 

  Fee For Service,Flat Fee,Lifestyle Planning

  College Funding Consultation

  $250.00
• Sale!

  Fiduciary Advice,Flat Fee,Lifestyle Planning

  The “Let’s Begin” Lifestyle / Financial Plan

  $3,500.00 Original price was: $3,500.00.$2,500.00Current price is: $2,500.00.
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  Fee For Service,Fiduciary Advice,Flat Fee

  Retirement Income Distribution Maximization

  $250.00
• Sale!

  Fee For Service,Fiduciary Advice,Flat Fee

  Investment & Portfolio Fee Review

  $400.00 Original price was: $400.00.$150.00Current price is: $150.00.
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  Flat Fee,Retirement Planning

  Retirement Timing Consultation

  $500.00
• 

  Fee For Service,Flat Fee

  Portfolio Reviews

  $250.00