Goto Financial Advisory (GFAL) is a fee-only firm offering financial planning services on an hourly or flat-fee basis. GFAL develops financial plans covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. GFAL primarily serves individuals, with a focus on Japanese individuals residing in the US. GFAL does not manage investments or take custody of client assets.
Assets Under ManagementN/A
Clients20
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.gotofa.com ·www.facebook.com/people/goto-financial-advisory... ·www.youtube.com/@gotofinancialadvisoryllc
Fee Structure
- Comprehensive financial plan — $975
- Retirement income planning — $975
- Periodic planning review — $600
One-Time Plan:$600 - $975
Hourly Rate:$200/hr
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