Steven Farrington

ESI Financial Services offers an Open Retainer service that provides continuous, comprehensive financial planning, tax planning and preparation, and investment advisory services. Key details include:

• Pricing — First-year and renewal fees range from $4,500 to $40,000 per year, determined based on the client's income, marketable assets, and tax complexity.
• What is included — Regular meetings throughout the year, portfolio analysis, asset allocation, investment recommendations, income tax preparation, risk management, education funding, retirement planning, estate planning, budgeting, and unlimited phone or virtual consultations between scheduled meetings.

• Project Retainer — Ranging from a minimum of $3,000 upwards, this engagement focuses on a restricted, mutually agreed-upon scope of financial services over a 4 to 6-week period to address specific areas of concern without a complete financial plan.
• Hourly Consulting — $375 per hour for advice and consultations on specific financial matters on a case-by-case basis.