Hastie Financial Group provides financial planning and consulting services tailored to each client's needs. These services include balance sheet/income statement review, retirement income planning, asset allocation, and estate planning review. Clients can also request portfolio reviews, qualified plan reviews, and life insurance needs analysis. The firm does not implement investment recommendations.
Fee Structure
Hastie Financial Group charges either an hourly rate of $250 or a fixed fee between $1,000 and $5,000 for financial planning services, depending on the complexity of the client's situation. Fees are negotiable. If a client separately hires an associated person of Hastie Financial Group, in his or her capacity as an investment advisor representative with Commonwealth Financial Network, to provide asset management services and maintains a managed account value of at least $1,000,000, the financial planning fees will be waived.