John Wessler & Associates offers personalized financial planning and consulting to individuals, focusing on Medicaid and veterans benefits. Services include determining financial objectives, identifying financial problems, cash flow management, insurance review, retirement planning, and estate planning. The firm does not sell investment products but is affiliated with an entity that sells financial insurance products. John Wessler is also a paralegal with The Zimmerman law firm.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Initial consultations to advise clients whether or not they can qualify for Medicaid or VA benefits are provided at no charge, unless out of town travel is involved or a client is referred by another professional for in depth financial analysis or strategy.
- Detailed consultation explaining the financial steps necessary to qualify for Medicaid or VA long term care benefits: $250 (typically takes up to 1-1/2 hours).
- Financial Planning Services: $250 per hour.
- Financial Planning Services: Negotiable fixed fee with a maximum fee of $25,000 based on services requested by the client.
Examples of fixed fees:
- Single surviving dependent spouse (asset protection plan, including determining eligibility for various benefits for long term care needs): $4,500 (approximately 18 hours of work).
- Single retiree (asset protection plan, including determining eligibility for various benefits for long term care needs): $4,500 (approximately 18 hours of work).
- Couple (asset protection plan, including determining eligibility for various benefits for long term care needs): $5,000 (approximately 20 hours of work).
- Full financial plan (tax planning, asset protection planning, retirement planning, estate planning and long-term care funding options): $15,000 (approximately 60 hours of work).
One-Time Plan:$250 - $25,000
Hourly Rate:$250 - $500/hr
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