Von Haefen Financial Management offers comprehensive, fee-only financial planning and tax preparation services for individuals, families, and trusts. The firm helps clients navigate complex financial decisions, including retirement planning, tax strategies, estate planning reviews, risk management, and investment recommendations. Von Haefen Financial Management operates primarily through retainer agreements that provide ongoing, year-round planning support, as well as a one-time financial review option for clients seeking targeted advice. The firm acts in the best interest of its clients and does not sell insurance or investment products, ensuring objective, commission-free guidance.
Fee Structure
Von Haefen Financial Management charges an annual retainer fee for ongoing, comprehensive financial planning and tax preparation services.
- Initial year fees typically range from $5,000 to $50,000 depending on the complexity of your situation.
- Renewal year fees typically range from $2,200 to $50,000.
For this fee, clients receive regularly scheduled meetings, tax planning and preparation, investment reviews, portfolio rebalancing recommendations, and unlimited phone, email, and face-to-face consultations.
- Financial Review — $1,250 to $3,500 depending on complexity, providing a meeting of up to two hours to review up to three selected financial topics, with the option to include tax preparation for the current tax year.
