Business Blocks 101, Inc. provides financial planning services tailored to each client's needs. They do not use model portfolios, but instead create specific recommendations based on individual restrictions, needs, and targets. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They limit their investment advice to mutual funds, equities, bonds, ETFs, REITs, insurance products, and government securities.
Assets Under ManagementN/A
Clients18
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial plans cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Hourly Rate:$150/hr
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