Kauffman & Drebing provides financial planning services for individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm discusses client goals, investment experience, risk tolerance, and financial data to create a proposed portfolio. They research mutual funds and bonds and may recommend specific no-load mutual funds or individual bonds. The firm does not manage assets or sell financial products.
Fee Structure
Kauffman & Drebing charges $320 per hour for financial planning services. They provide a proposal letter outlining the estimated fee range for the project. Clients can cancel the agreement within five days for a full refund of any deposit. Repeat clients receive a new agreement letter with the updated hourly fee.