Conklin Shure Financial LLC (CSF) provides financial planning services to individuals. CSF offers ongoing comprehensive financial planning and hourly financial planning. The firm helps clients with business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. CSF does not offer investment management services.
Fee Structure
CSF offers ongoing comprehensive financial planning for an upfront fee of $2,200 - $3,200, plus a monthly fee of $220 - $320. The fees depend on the complexity and needs of the client and may be negotiable. This service includes developing and implementing a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up-to-date. The plan is reviewed annually.
CSF offers financial planning on an hourly basis at a rate of $325 per hour. The fee may be negotiable.
