Favored Financial Planning offers financial planning and investment management services. Favored Financial Planning specializes in tax planning, investment advice, retirement planning, insurance, and estate planning. Favored Financial Planning manages investment portfolios for clients who request it. The firm's advice is tailored to each client's unique situation.
Fee Structure
Favored Financial Planning offers investment management as an option within its standard financial planning service. If you request it, they will manage a personalized investment portfolio for you. The fee for the standard financial planning and investment management service is a fixed annual fee based on the complexity of your situation. The fee is calculated based on your marketable assets, including cash, securities, retirement accounts, the value of life insurance, and real estate. Tax preparation is a separate charge.