Southshore Financial Planning (SFP) provides customized financial planning and investment management services. SFP offers portfolio management, held away account services (like 401(k)s), comprehensive financial planning, and limited scope financial planning. SFP works with clients to establish financial goals and values, then builds a plan to achieve those goals. SFP also offers estate planning assistance through third parties.
Fee Structure
Southshore Financial Planning offers investment management and financial planning services for a monthly fee ranging from $230 to $800. The fee covers portfolio management, held away account services, and financial planning. The exact fee is based on factors like the complexity of your situation and the amount of assets and income you have. Fees are billed monthly or quarterly.
