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.