Anabel Diaz-Garcia

Natural Bridges Financial Advisors offers an Open Retainer service that provides comprehensive financial planning and investment management for a fixed annual fee ranging from $12,000 to $50,000, payable quarterly in advance. The fee is based on the complexity of your financial situation and the scope of services needed. This ongoing service includes scheduled meetings tailored to your needs, as well as additional face-to-face, email, and phone consultations at no extra charge. Covered topics include financial planning education, net worth analysis, retirement planning, tax planning and preparation, investment management, portfolio analysis, asset allocation, estate plan reviews, insurance analysis, and small business planning.