Thomas, Bruce James Jr. offers financial planning services to help you manage your financial resources. This includes creating a financial program based on your financial situation and goals, covering assets, liabilities, insurance, savings, investments, and retirement planning. The firm also provides ongoing financial counseling, account reviews, and securities research. Bruce James Thomas Jr. may also provide general advice on budgeting, debt management, insurance needs, and estate planning, and may recommend and sell insurance products.
Fee Structure
Bruce J. Thomas Jr. provides personal financial planning consultations, including personal financial plans, personal financial planning advisory services, and financial planning advisory consultations. Fees are negotiable and will be agreed upon in advance, either at a fixed rate of $180 to $45,000 or an hourly fee of $90 to $250.