TechGen Financial offers financial planning and investment advice to individuals and families. Services include tax planning and preparation, estate planning, risk management, retirement planning, and business development needs. TechGen Financial does not sell insurance or investment products and is a fee-only firm.
Assets Under ManagementN/A
Clients7
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Review: A two to three hour review designed to provide a picture of current financial status, a retirement projection, suggested asset allocation, and general direction of types of investments appropriate for reaching retirement goals. Specific trades are not provided unless agreed upon in advance. No follow-up services are provided - $1,000 - $1,800.
- Tax Preparation: Tax preparation service performed outside any other agreement has a minimum fee of $300. Eligible federal and single state returns are filed electronically without an additional fee.
- Custom Project: A custom built project based on the needs and wishes of the client. Typically designed to cover one specific issue or topic. Fees may be charged hourly at a rate of $150 - $400 per hour.
Annual Retainer:$2,000 - $30,000/year
One-Time Plan:$1,000 - $1,800
Hourly Rate:$150 - $400/hr
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