Consultation Services
Throughout the year, you may have financial planning needs unrelated to your GWP investment program that don’t require a full-blown financial plan or ongoing engagement. To help address your financial planning needs, we provide “bundled” advisory services priced to meet a broad range of planning needs across multiple financial disciplines so we can be available when you need us most. We can help you develop a budget and spending plan, a savings plan for short or for long-term goals, evaluate mortgage options, help evaluate your employee benefit plan, help or answer simple tax questions.
Our consultation services include, but are not limited to:
- Family budgeting
- Short-term planning goals
- Cash flow management
- Your employee benefits
- Education/college planning
- Retirement planning
- IRA rollovers
- Lease versus buying a car
- Buying a house
- Insurance planning
- Estate and legacy planning
- Wealth transfer
- Tax strategies
- Small business retirement plans
Choose from the following bundled services, based on your needs:
| Hourly Advisory Bundles: | Annual Fee: |
| 6 consultation hours/year | $900 |
| 9 consultation hours/year | $1,350 |
| 12 consultation hours/year | $1,800 |
If your investment and financial planning needs are more complicated and require a more customized approach, let’s schedule time to talk about the benefits of a comprehensive wealth planning and investment management relationship offered through Planned Financial Services.
Need to add additional hours to your service bundle?
Purchase Additional Service Hours
Click here to purchase service hours at an hourly rate should you require additional hours above the service bundle originally purchased.
Have questions? Schedule a complimentary, no-obligation meeting with one of our wealth advisors.
