Sharon Lund, Financial Planning, Inc. offers financial guidance to help clients plan for retirement, college expenses, and other financial issues. Services include tax planning, estate planning implementation, saving for goals, and insurance evaluation. Sharon Lund does not sell any products. Current clients can choose hourly financial planning or ongoing investment management support on a retainer basis. The firm is not currently accepting new clients.
Fee Structure
Sharon Lund, Financial Planning, Inc. offers ongoing investment management support under a retainer arrangement. The fee is based on a pre-committed number of service hours per quarter, not a percentage of assets. The firm provides investment recommendations, performance monitoring, and progress reporting. Tiered discounting may be applied to retainer arrangements. For comparative purposes, the firm states that the fee has historically never equated to more than 0.5% of assets.