Act 2 Planning is a financial planning firm that provides one-time financial planning services. They work with clients to evaluate their current and future financial state, covering 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. Act 2 Planning does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Act 2 Planning offers one-time financial planning services covering various topics. The price ranges from $100 to $500, depending on the client's specific needs, complexity, time, research, and resources required.
One-Time Plan:$100 - $500
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