Michael Piper, LLC offers financial planning services tailored to meet individual client needs. These services include assessing goals, retirement projections, distribution planning, Roth conversion analysis, Social Security planning, investment planning, estate plan review, and charitable planning. Clients retain full discretion over implementation decisions.
Fee Structure
For new ongoing financial planning clients, there is an initial fee of $5,500, paid in advance, covering the first three months. After that, the engagement renews at $600 per month, billed in arrears. The initial months cost more due to the extra work involved with new clients.
For hourly planning engagements, Michael Piper, LLC charges $400 per hour, billed in ten-minute increments, rounded down. The entire fee is due upon delivery of the invoice, except for engagements lasting over a month, which may be billed monthly.