Abramson Financial Planning offers financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. They also offer specialized financial planning packages like a financial review and a comprehensive retirement plan. The firm does not provide investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Review: $1,600 - $3,840, includes a pre-meeting document review and up to a 90-minute consultation, followed by a written summary with assessments and recommendations.
- Comprehensive Retirement Plan: $2,560 - $5,120, utilizes a third-party financial planning software program, includes a video conference call lasting up to two hours, followed by an annotated summary report with comments and suggested action items.
- Hourly Financial Planning: $320/hour, available to returning clients for a quick refresh or review of their existing plan, with a one-hour minimum.
One-Time Plan:$1,600 - $5,120
Hourly Rate:$320/hr
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