Financial Planning for Generations provides personalized financial planning and investment advice. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment advice, education funding, retirement planning, estate planning, and business management. They are a fee-only firm and do not sell financial products or securities for commissions.
Assets Under ManagementN/A
Clients120
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Financial Planning for Generations offers financial plans priced according to the complexity of the client's situation. After the plan is delivered, follow-on implementation work is billed at an hourly rate of $275 to $550 per hour, depending on the assigned planner.
Hourly Rate:$275 - $550/hr
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