Select Financial Services Group offers comprehensive financial planning services covering budgeting, tax planning, retirement, estate, investments, education, risk analysis, and business planning. They work with clients to create a plan to achieve their financial goals. Clients can also engage them for annual plan updates for an additional fee.
Assets Under ManagementN/A
Clients7
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $2,000
- Hourly consulting — $200 per hour
One-Time Plan:$2,000
Hourly Rate:$200/hr
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