Financial Security Planning Services offers personalized financial planning and advice to individuals, families, and related entities. Services are tailored to each client's needs and goals, covering areas like financial inventory, insurance analysis, investment planning, education funding, tax planning, retirement planning, estate planning, and business planning. The firm helps clients make informed decisions based on their specific circumstances.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Work is billed at a rate of $300 per hour as services are rendered.
- Clients have the option of paying for services in six-month increments, with the fee stipulated and agreed upon in a Client Service Agreement.
Hourly Rate:$300/hr
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