True Square Financial (TSF) manages investment portfolios and provides financial planning services. TSF offers continuous advice on investments based on individual client needs. Financial planning covers areas like financial goals, cash flow, investments, retirement, college savings, employee benefits, estate planning, risk management, tax planning, and business planning. TSF also offers tax preparation and retirement plan consulting.
Fee Structure
True Square Financial offers investment management services for a flat monthly fee ranging from $125 to $5,000, depending on the complexity of your situation. This fee is negotiable and paid monthly or quarterly in advance. If you start or end the service mid-month, the fee will be adjusted accordingly, and any unused portion will be refunded. You can cancel the service with 30 days' written notice.
