Cornish Financial Services Group provides personalized financial planning services to individuals, trusts, and corporations. The firm creates comprehensive or segmented financial plans, investment plans, and offers individual consultations regarding a client's overall financial situation. Services involve gathering information on income, expenses, taxes, insurance, retirement plans, wills, trusts, and investments to develop tailored recommendations and strategies. Cornish Financial Services Group does not provide continuous portfolio management and does not manage client investment assets. Advisory services are provided by founder Linda S. Cornish, who also engages in other business activities including tax preparation, real estate, and securities sales through a broker-dealer.
Fee Structure
- Hourly planning and consultations — $75 per hour, with 50% of the estimated fee due in advance
- Written financial plan — Generally ranges from $200 to $600 depending on the scope and complexity