Shammas Financial Planning LLC (SFP) is a fee-only financial planning firm. SFP offers financial planning services on a limited scope, one-time engagement to address specific questions or issues. SFP may recommend third-party professionals such as attorneys, accountants, tax advisors, insurance agents, or other financial professionals. Clients are never obligated to utilize any third-party professional SFP recommends.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Shammas Financial Planning offers one-time financial planning services covering various topics:
- Business planning for business owners or those considering starting a business
- Cash flow and debt management
- College savings planning
- Employee benefits optimization
- Estate planning (recommendations to consult with a qualified attorney)
- Financial goal setting
- Insurance review
- Investment analysis
- Retirement planning
- Risk management
- Tax planning strategies (recommendations to consult with a qualified tax professional)
Hourly Rate:$280/hr
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