Concierge Financial Planning provides customized financial planning and investment advisory services. They offer services like cash flow analysis, debt management, risk management, employee benefits review, retirement planning, education funding, estate planning, and small business consultation. They do not manage client investment portfolios or complete trades for clients.
Fee Structure
Concierge Financial Planning does not manage client investment portfolios or complete trades for clients. They provide investment consultation services, offering information on investment vehicles, employee retirement plans, investment analysis, asset selection, and portfolio design. They assist clients with their investment accounts maintained at their broker/dealer or custodian.
