Age Wisely Financial provides financial planning services, including comprehensive financial plans and hourly project-based planning. The firm offers advice on business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Age Wisely Financial does not manage client assets.
Assets Under ManagementN/A
Clients16
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: A detailed financial plan designed to achieve your stated financial goals and objectives. Fixed fees range from $3,000 to $12,000, depending on the complexity and resources required.
- Hourly Project-Based Financial Planning: Addresses specific questions or issues at an hourly rate of $360. Fees are negotiable.
One-Time Plan:$3,000 - $12,000
Hourly Rate:$360/hr
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