Aging Solutions Management offers financial planning and consulting services to individuals and other clients. These services include investment planning, retirement planning, estate planning, tax planning, education planning, and other areas. The firm creates financial plans or consultations based on a client's goals and objectives. Implementation of recommendations is at the client's discretion.
Aging Solutions Management charges either an hourly rate or a flat fee for financial planning and consulting services. The maximum hourly rate is $400. Flat fees range from $2,500 to $10,000. Payment options include paying in full upfront, making an initial payment with the remainder invoiced, or paying monthly for up to six months.