Stephen Peterson

Personal Financial Advice & Insights offers low-cost annual plan updates for clients needing ongoing advice.

• Foundational Financial Plan — Includes financial information collection, goal setting, and assessment of financial knowledge and risk tolerance. Prices range from $400-$6,500 for new clients and $200-$3,250 for annual updates, depending on assets and household size.
• Budget & Debt Management — Review of budgeting and debt, with recommendations for payment strategy, refinance, or consolidation. Prices range from $200-$2,500 for new clients and $100-$1,250 for annual updates, depending on assets and household size.
• Investment Plan & Strategy — Review of investment portfolio and performance, with asset allocation and diversification plan. Prices range from $400-$6,500 for new clients and $200-$3,250 for annual updates, depending on assets and household size.
• Income Tax Strategy — Review of tax returns to identify tax reduction strategies. Prices range from $600-$7,000 for new clients and $300-$3,500 for annual updates, depending on assets and household size.
• Retirement Financial Plan — Assistance with retirement lifestyle goals, budget development, and financial planning. Prices range from $600-$7,000 for new clients and $300-$3,500 for annual updates, depending on assets and household size.
• Retirement/Self-Employed Health Care — Understanding Medicare rules and recommendations for health care options. Prices range from $200-$1,000 for new clients and $100-$500 for annual updates, depending on assets and household size.
• Elder Care Management — Discussion of issues related to elder care, including key legal documents and care options. Prices range from $200-$500 for new clients and $100-$250 for annual updates, depending on assets and household size.
• Small Business 401(k) Plan — Analysis and selection of third-party provider, plan design, and portfolio construction. Prices range from $2,500 to $10,000 depending on the number of employees.