H.S. Financial offers financial planning services to corporate executives, professionals, and business owners. They analyze your financial situation and help you choose strategies to achieve your goals. Their services cover investment planning, retirement planning, education funding, insurance, fringe benefits, estate planning, and business succession planning. H.S. Financial gathers information through interviews and reviews related documents to prepare a written report.
Fee Structure
After one year, H.S. Financial will contact you to offer a review of your financial plan to ensure it still reflects your goals. The fee for this review is determined on a case-by-case basis.
H.S. Financial charges a fixed fee, typically ranging from $2,000 to $25,000, to develop a financial plan. The fee depends on your assets, income, the complexity of your situation, and the services you need.