Asset Planners provides financial planning services tailored to individual needs. These services include financial, retirement, education, asset allocation, equity diversification, estate, tax, insurance planning, cash flow, and debt management, and risk management. Asset Planners gathers information from clients to determine their financial goals and provides recommendations. Clients are responsible for notifying Asset Planners of any changes in their financial situation.
Fee Structure
Asset Planners charges a fixed fee for financial planning services, ranging from $1,000 to $25,000, depending on the complexity of the client's situation, amount of investable assets, number of planning areas, amount of research, number of meetings, and any special circumstances.