Marc C. Helfrich is a registered investment advisor in Texas. He offers financial planning services to evaluate your financial situation, goals, and risk tolerance. He gathers data through interviews and questionnaires, identifies goals, objectives, and potential solutions, and prepares recommendations. Advice may cover financial and cash management, risk management, estate planning, tax issues, retirement planning, educational funding, and goal setting. Services can be comprehensive or tailored to specific needs. A written financial plan may be provided.
Fee Structure
Marc C. Helfrich offers financial planning services for a fixed fee between $500 and $5,000, or an hourly fee up to $250 per hour. The fees are negotiable and depend on the complexity of the situation and estimated hours involved.