Railroad Canyon Financial Services, led by Dennis A Korte, provides financial planning services, including cash accumulation, retirement planning, and financial protection through insurance. They conduct a financial needs analysis to determine client goals and risk tolerance. Recommendations are made based on these goals. Dennis A Korte is a licensed insurance agent and advises on fixed interest and fixed index annuities. The firm focuses on safety of assets, tax planning strategies, minimizing market risk, and income maximization.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Follow-up consultation - $200/hour to assist in opening an account, plus a $125 account set-up fee.
- Financial evaluation for military veterans - $450 flat fee to conduct a complete financial evaluation and qualify the client for pension benefits (if eligible). If the veteran is not eligible, the consultation is free and they are referred to a Veterans Administration Service Representative Organization.
One-Time Plan:$125 - $450
Hourly Rate:$200/hr
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