Smart Choice Financial Planning provides financial planning and investment-related services to individuals, families, and businesses. They focus on the issues that are important and relevant to each client. Services include investment portfolio reviews, financial planning, retirement planning, insurance and annuity plan reviews, tax planning referrals, estate planning consultations and referrals, cash flow planning, portfolio monitoring, and annual reviews.
Fee Structure
Smart Choice Financial Planning offers portfolio monitoring services, which include building, implementing, and reviewing client portfolios, as well as financial plan updates. Clients pay an annual flat fee for this service, billed semi-annually. The fees are negotiable and vary depending on the time demands of each customized portfolio. Clients are also responsible for any transactional fees associated with the implementation or rebalancing of the account, payable to the custodian.
