Lindsey Financial, Inc. provides comprehensive financial planning services to individuals and corporations. Lindsey Financial, Inc. does not directly manage investment portfolios or hold trading authority, instead acting as a solicitor that directs clients to third-party investment advisers, such as Nepsis, while receiving a share of their fees. The firm creates customized financial plans covering insurance, risk management, tax optimization, estate planning, and retirement. Lindsey Financial, Inc. charges flat fees for financial planning that range from $5,000 to $250,000, depending on the complexity of the client's situation and time involved. Additionally, the firm's owner operates an independent insurance agency and offers accounting services, creating potential conflicts of interest when recommending insurance products.
Fee Structure
Lindsey Financial, Inc. offers ongoing financial plan reviews and updates, which are included as part of the initial financial planning engagement rather than a separate recurring fee. Ongoing reviews include semi-annual meetings, plan updates upon request, and maintenance of planning elements.
- Comprehensive financial planning — flat fee ranging from $5,000 to $250,000 based on the complexity of your situation, the number of planning options selected, and the time required to build and integrate the plan