Rivero CPA, LLC provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning involves analyzing a client's financial situation and creating a written plan to achieve their goals. Rivero CPA, LLC also offers consulting services on specific areas like retirement, estate, and tax planning. They may also recommend third-party investment advisors to manage client portfolios.
Fee Structure
If you need ongoing financial planning services, Rivero CPA, LLC will provide them at a pre-determined hourly rate. The hourly rate may vary based on the complexity of the services you need.
Rivero CPA, LLC charges $95 per hour for financial planning services. The total cost will depend on the complexity and scope of the plan, and your financial situation. The fee may be negotiable. If the time/cost exceeds the initial estimate, you will be notified and asked to approve the additional fee.