Ronald Slosberg

Slosberg Financial Solutions offers an ongoing Advisory Service Agreement for clients seeking continuous guidance and life planning. While the firm does not manage investments for a percentage fee, this service covers comprehensive reviews of all financial affairs, including cash flow management, insurance reviews, ongoing investment advice and performance reporting, education planning, retirement planning, estate planning, and tax preparation. The scope of work and fees are agreed upon in writing before the relationship begins, and clients can end the agreement at any time.

• Financial planning engagement — A comprehensive plan covering net worth, cash flow, investment review, tax strategies, retirement scenarios, insurance, estate planning, and education funding, with pricing based on the complexity of your situation.
• Fixed fee projects — Specific projects quoted at a fixed rate, due upon completion.
• Hourly planning engagements — $175 per hour for advice on a limited scope of work or follow-on implementation.
• Tax preparation — Separate billing based on the complexity and type of federal and state tax returns.