Financial Planning and Tax Services
TAX RETURN PREPARATION PRICING
Tax returns are priced based on the complexity of the return. Estimates provided on request. The tax law changes frequently. We feel our tax knowledge puts us a step above the rest. Taxes and financial planning work hand in hand.
ENSURE YOUR FINANCIAL SECURITY 3 HANDS ON WORKSHOPS $150
WORKSHOP #1: RETIREMENT AND EDUCATION PLANNING
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We will touch on longevity, social security, retirement savings, and health care.
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Calculate if your savings are on track for retirement.
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Review the different plans for retirement saving: 401K, 403B, SEP and Roth vs. Traditional IRAs
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For education we will look at the costs of a higher education, the expected family contribution formula, and savings options for education.
WORKSHOP #2: INVESTMENT BASICS
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Investing with Stocks, Bonds, Mutual Funds, ETFs
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Criteria to look at when evaluating Investments.
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Asset Allocation, Diversification, Risk, Passive vs. Active Management
This workshop will be an overview about investing. No specific recommendations of mutual funds, ETFs, stocks, or bonds will be made.
WORKSHOP #3: OTHER ESSENTIAL FINANCIAL PLANNING TOPICS
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Insurance: Life, Long Term Care, Auto, Home, Umbrella
See if you have adequate coverage.
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Estate planning: Find out what you need and why you need it.
See if your documents are up to date.
THE RETIREMENT ROADMAP $1,800 - $2500 project fee (typical range)*
· A financial planning engagement intended for those taking a serious look at when they will retire.
· Three meetings: An introductory, get-acquainted session (30-45 minutes); a presentation of plan and recommendations (1˝ to 2 hours), one follow-up meeting (1˝ to 2 hours).
· Written plan includes an action plan checklist, written recommendations, two retirement cash flow projections, review of your current portfolio, an asset allocation plan and a proposed portfolio.
·Includes a basic overview of other financial areas such as estate planning, life, disability and long term care insurance needs.
· Email and telephone support for 60 days to address questions and provide advice.
· Additional plan implementation time is at an additional cost.
· Annual reviews available for additional hourly fees.
2-HOURS OF FINANCIAL COACHING $500 meeting fee*
Prior to meeting client fills out questionnaire gathers budget data, and brings other requested info to the meeting.
· A get-acquainted phone call followed by a request for information, one two hour working meeting to review your financial situation and focus on one or two specific issues.
· A one- to two-page written summary and action list will be produced and sent to you after the meeting.
Appropriate topics for discussion include the following:
· Savings strategies
· College savings strategies
· Debt management
· Other specific questions
· Email and telephone support for 15 days after the meeting.
· This is not a detailed financial review and will not result in an extensive financial plan. This is not a substitute for a full plan. It does not contain a similar level of detail or formal analysis. This is most appropriate for clients with fairly simple financial circumstances.
CUSTOMIZED ENGAGEMENTS $200/hour*
By the hour customized financial planning engagements for those with unique or complex circumstances.
*Fee schedule may be modified from time to time. Client fee is determined at time of signing client agreement.
