Strategic Financial Advisors Corporation has provided financial planning services since 1987. They create financial plans based on your objectives, financial resources, and personal circumstances. They offer comprehensive and modular financial plans covering areas like income tax planning, cash flow budgeting, investment planning, retirement planning, debt management, and estate planning. Strategic Financial does not manage client portfolios.
Fee Structure
After the initial financial plan is presented, you can choose to obtain ongoing financial planning services with 1, 2, or 3 meetings per year for an additional annual fee. The fee depends on your net worth and the number of meetings you request.
Strategic Financial offers comprehensive and modular financial plans. The initial fee for a comprehensive plan depends on your net worth and the type of client you are (business owner, pre-retiree/retiree, or growing family). The fee covers organizing information, preparing the initial plan, and presenting the completed plan.
Here are some examples of initial fees:
- Business Owner with $2,000,000 net worth needing various planning modules: $9,825
- Pre-Retiree/Retiree with $1,000,000 net worth needing various planning modules: $2,975
- Growing Family with $400,000 net worth needing various planning modules: $4,500
The actual fee is determined by analyzing the complexity of the case and may be negotiable at the advisor's discretion.