Kusske Financial offers comprehensive financial planning, tax planning, retirement strategies, estate planning, insurance reviews, and cash flow management. The firm operates as a fee-for-service financial planning practice, helping clients determine financial objectives and develop strategic recommendations without managing investment portfolios directly. Kusske Financial does not have the authority to make trades without asking first and does not hold client funds or securities. Clients retain ultimate control over their assets and make all final decisions regarding investment selections and implementation. In addition to standalone financial plans, Kusske Financial offers ongoing retainer agreements and hourly consultations for clients needing specific financial advice.
Fee Structure
Kusske Financial offers retainer agreements for ongoing financial planning and advice, with annual fees determined based on the complexity of your financial situation.
- Comprehensive financial plan — $750 to $2,500 depending on the complexity of your situation, covering net worth statements, cash flow, investment reviews, tax planning, retirement scenarios, insurance, and estate planning
- Hourly consulting — $250 to $350 per hour for limited-scope advice and specific questions