Lindsey Financial, Inc. offers financial planning services to individuals and corporations. This includes creating a financial plan that covers insurance, risk management, tax optimization, retirement planning, and estate and business succession. Lindsey Financial analyzes a client's finances, assets, insurance policies, and tax planning. They also provide ongoing reviews of the financial plan, including meetings and annual updates. Lindsey Financial does not manage investment accounts but may recommend third-party investment advisors.
Fee Structure
Lindsey Financial provides ongoing reviews of your financial plan, including meetings and annual updates upon request. They also offer general estate and financial planning assistance as needed.
Lindsey Financial develops a financial plan for a flat fee ranging from $5,000 to $250,000. The actual fee depends on the complexity of the case, the number of planning options selected, and the time involved in developing the plan.