Services & Fees

Comprehensive Customized Financial and Estate Plan

$5,000

Includes:

  • Fact finding meeting
  • Cash flow plan
  • Education plan
  • Retirement plan
  • Asset Allocation
  • Insurance analysis
  • Employee benefit review
  • Estate plan
  • Financial and Estate plan presentation meeting

Additional Meetings billed at hourly rate:

  • Implementation follow-up meeting available
  • Additional scenarios
  • Updated plan

*Important Note: Additional meetings are billed at $200 per hour

$2,000 retainer at $200 per hour

Available Services:

  • Review legal documents *
  • Review employee benefits
  • Review investment asset allocation
  • Review beneficiary designations
  • Review education funding options
  • Review retirement funding options
  • Review long term care options
  • Business planning
  • Cash flow planning
  • Debt management

* Alberty Financial is a Financial Planning firm and is not qualified to provide legal advice. You can obtain these services from the Law Firms on our Implementation Resources.