Gruber Financial, led by Jeanette Gruber, offers financial and tax planning services. These services include retirement, investment, estate, insurance, college, and business succession planning. Gruber Financial also provides consulting services on investments, education funding, and debt reduction. Financial plans are tailored to individual needs and goals.
Fee Structure
Continuing financial planning services are available after the initial financial plan is delivered. These services include meetings to review progress, asset performance, and tax preparation (if offered). The fee ranges from 50% to 100% of the initial financial planning fee, depending on the scope and complexity of the services. Fees are payable in arrears semi-annually or at agreed-upon intervals.
- Financial and Tax Planning - $1,200 to $42,000 depending on complexity, time, and services selected.
- Initial Consultation - $250, may be applied to financial planning fees if services are engaged.
- Consulting Services - Hourly rate ranging from $125 to $500, depending on scope and complexity.