Stanton Financial Planning offers financial planning and tax planning services for individuals and families. These services include portfolio analysis, investment recommendations, tax planning and preparation, goal identification, risk management, education funding, retirement planning, estate planning, and cash flow and budgeting advice. Stanton Financial Planning offers three types of engagements: Open Retainer, Project Retainer/Financial Tune-up, and Hourly services.
Fee Structure
Stanton Financial Planning does not offer investment management services directly. However, they can refer you to a third-party advisor, Asset Dedication, for discretionary investment management. Asset Dedication charges a fee that will not exceed 0.275% of the assets they manage for you.
