Childs Investment Group provides professional financial planning services to help individuals and families develop customized financial strategies. The firm's services range from comprehensive financial plans to targeted reviews focusing on specific areas of concern. When preparing a plan, Childs Investment Group considers each client's financial situation, risk tolerance, investment horizon, liquidity needs, and tax considerations. Clients are under no obligation to implement their financial plan through Childs Investment Group. The firm does not manage investment portfolios directly or have assets under management, but rather focuses entirely on financial planning and consulting. Childs Investment Group also hosts seminars on various financial subjects.
Fee Structure
- Fixed-fee financial planning — Priced based on the complexity of your financial plan. Fixed fees can be paid in full upon presentation of the plan or quarterly over time.
- Hourly consulting — $250 to $300 per hour for specific financial questions and planning needs.