Quality Wealth Management offers personalized financial planning advice to individuals, pension and profit sharing plans, trusts, estates, and small businesses. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, estate planning, and business and succession planning. Quality Wealth Management does not provide asset management services.
Fee Structure
Quality Wealth Management offers financial planning through financial planning agreements and retainer agreements. The financial planning agreement covers all aspects of financial planning without ongoing investment management. The retainer agreement is used when it is more appropriate to work on a fixed-fee basis. The annual fee for a retainer agreement is based on the size of the project and is negotiable.
- Financial Plan - Minimum fee of $2,000, payable on a quarterly basis, dependent on the scope of work and time involved. Includes net worth statement, cash flow statement, review of investment accounts, strategic tax planning, review of retirement accounts, review of insurance policies, retirement scenarios, estate planning review, and education planning.
- Hourly Planning Engagements - $250.00 per hour for limited scope engagements.