Financial Checkup Session / $600
- A single, 2-hour meeting that focuses on one or two financial issues. A
short summary of recommendations will be sent to you after the meeting.
- This is not a detailed financial review and will not result in an extensive
financial plan. It is most appropriate for clients with fairly simple financial
circumstances.
- Appropriate topics for discussion include 401(k) investment choices, college
savings strategies, debt management and basic retirement forecasting.
- Email and telephone support for 15 days after the meeting.
- Ask for more details on the
Financial Checkup.
Portfolio Makeover / $1,200
- A review of your existing portfolio and asset allocation with written
recommendations. Looks at ways to lower your current investment expenses and
ensure your portfolio matches your investment time horizon and tolerance for
risk.
- Includes 401(k) accounts or other retirement savings plans.
- Email and telephone support for 30 days after presentation to address
questions and provide advice on plan implementation.
Retirement Roadmap / $2,000
- A detailed financial planning engagement intended for those taking a serious
look at when they might retire. Typically for those in their mid-40s to mid-60s.
- Includes written recommendations, two retirement cash flow projections,
portfolio review, asset allocation plan and proposed portfolio. Also includes
basic review of estate planning and life, disability and long-term care
insurance needs.
- Email and telephone support for 60 days after presentation to address
questions and provide advice on plan implementation.
Customized Engagements / $210 an hour
- We provide customized financial planning engagements for those with
particularly unique or complex circumstances. Written estimate provided at
complimentary, initial consultation.
Investment Management & Ongoing Financial Planning
- Money Professionals Group also offers investment management and ongoing
financial planning to those clients who seek a continuing relationship with a
trusted advisor. Fees for this service are based on the level of complexity and the expected time to complete the service. Contact us for more detail.
