Freedom Trail Financial provides financial planning and consulting services tailored to individual needs. Services include financial planning, retirement income planning, estate planning, education planning, budgeting, investment tax analysis, business succession planning, investment and portfolio analysis, qualified plan account advice, executive benefit analysis, and employment transition financial advice. The firm also conducts educational seminars.
Fee Structure
For ongoing services, Freedom Trail Financial offers a retainer fee based on the complexity of your situation:
- Low Complexity: $1,000 - $2,500 per year
- Medium Complexity: $2,500 - $5,000 per year
- High Complexity: $5,000+ per year
Complexity is determined by your financial situation, needs related to investment planning, financial goal planning, protection planning, tax management, small business planning, and annual contact needs.
Freedom Trail Financial offers financial planning and consulting services on an hourly and fixed fee basis.
- Hourly Fee: Up to $300 per hour
- Fixed Fee: Determined based on the estimated hours and complexity of your situation.