Long Financial Planning provides personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Long Financial Planning is a fee-only firm and does not receive commissions.
Assets Under Management$43M
Clients77
Advisors1
Avg. per Client$550K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
If you choose to have Long Financial Planning manage your assets as part of the Full Financial Planning service, there is no additional charge for investment management services. This is part of the overall financial planning fee.
Loading...
