Salvini Financial Planning provides investment advice to individuals, families, and businesses. Services include creating investment portfolios, financial planning, and retirement plan consulting. Financial planning covers investment, retirement, estate, tax, education, and insurance planning. Salvini Financial Planning acts as a fiduciary, prioritizing client interests and providing impartial advice.
Fee Structure
Salvini Financial Planning charges a flat quarterly fee for investment advisory services based on the complexity of the client's financial needs and objectives. The fee is paid quarterly in advance and is negotiable under appropriate circumstances. Fees are prorated for accounts maintained for less than a full billing period and returned if an account is terminated before the billing period ends.