TopRac Financial offers financial planning services to help clients evaluate their current financial situation, set goals, and create a plan to achieve those goals. They provide advice on topics like cash flow, investments, retirement, education, insurance, estate planning, and taxes. TopRac Financial operates virtually, conducting meetings and communicating with clients by phone or email.
Fee Structure
TopRac Financial offers financial planning services for a fee based on their hourly rate of $210. You may request additional services after delivery of the initial financial plan, such as implementation assistance, annual reviews, assistance with tax planning, or ad hoc questions. These services are also provided at the hourly rate, billed monthly in arrears.