401 Financial provides financial planning, consulting, and education services to clients. Financial planning involves working with a planner to develop and implement a plan, covering areas like net worth, cash flow, insurance, retirement, investments, college, and estate planning. They also offer project-based financial planning for an hourly fee on topics such as retirement planning, risk management, and tax planning. Additionally, they offer cryptoasset strategy services.
Fee Structure
401 Financial provides investment advice as part of its ongoing financial planning services. They develop an investment plan with an asset allocation target and create and manage a portfolio based on that policy. Clients are responsible for implementing any recommendations. 401 Financial makes recommendations only and does not have authority to place trades or make investments on behalf of a Client.