Michael Garber Financial Planning provides financial planning and investment consulting. The firm helps families and individuals with financial goals, tax planning, estate planning, risk management, retirement planning, and business development needs. Michael Garber Financial Planning does not have authority over client funds and does not execute trades.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Michael Garber Financial Planning offers two types of ongoing planning services:
- Open Retainer (Initial Year): $7,500 to $25,000 for holistic financial planning, including five to eight scheduled meetings, tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews.
- Open Retainer (Renewal Years): $4,000 to $25,000 for scheduled review topics, including tax planning, goal setting, investment review, rebalancing of assets, and other financial services as needed.
Michael Garber Financial Planning offers Project Retainer services, which focus on specific areas such as goal setting, tax planning, cash flow management, investment review, retirement planning, risk management, and estate planning. The fee is based on an hourly rate of $350 per hour.
Annual Retainer:$4,000 - $25,000/year
Hourly Rate:$350/hr
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