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How We Charge For Our Services
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401-k Rollover Assistance
- 1.00 percent of assets under management
Every client is different and there is no universal answer. I am a fee based adviser and structure my fees depending on a clients situation
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401k Plans
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I am able to adapt to each person.
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Business 401K & SEP Plans
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I am able to adapt to each person.
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Credit & Debt Counseling & Repair Services
- $20.00 to $300.00 per hour
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I am able to adapt to each person.
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Disability Planner
- $20.00 to $300.00 per hour
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can get paid in other ways not just product implementation. I am able to adapt to each person.
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Education Planning & 529 Plans
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Financial Advisors - Asset Management
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Financial Advisors - CFO Services
- $50.00 to $300.00 per hour
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Financial Advisors - Stocks & Bonds
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Financial Planning & Investment Advice
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Insurance Consultants & Advisors
- $50.00 to $300.00 per hour
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Retirement Planning & IRAs
- 1.00 percent of assets under management
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I can be compensated in other ways not just product implementation. I am able to adapt to each person.
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Securities Analyst
- $50.00 to $300.00 per hour
Pricing depends on the clients situation, there is no set number. I am a fee based adviser and structure my fees depending on what the clients needs. I I am able to adapt to each person.
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