FAR Financial, Inc. offers financial planning services on an advice-only basis. This includes evaluating a client's current and future financial state to assess cash flow, assets, and liabilities. The firm provides comprehensive financial plans addressing areas like 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. FAR Financial also offers a limited-scope Financial Clarity Assessment and educational seminars.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $5,000 to $7,000, depending on the scope and complexity.
- Financial Clarity Assessment — $200 for a limited-scope, one-time review of your financial situation.
- Hourly financial planning — $300 per hour for additional planning support or follow-up services.
One-Time Plan:$200 - $7,000
Hourly Rate:$300/hr
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