Services
As you go through life’s transitions, you will need to make smart financial decisions to ensure that you are prepared with enough money and liquidity to face situations as they arise. We at FinancialEdge.net help you prepare for the future by planning for the known as well as the unknown.
The resulting financial plan may take into account:
- Retirement Planning
- Investment Planning
- Risk and Insurance Analysis
- Cash Flow and Budgeting
- Estate Planning
- Retirement Distribution Planning
- Federal and State Tax Planning
- Business Planning
FEES
Financial Planning Fees
• One-time fee between $750 and $4,000 depending upon complexity of plan.
• Federal and State Tax Planning clients may receive a discounted financial planning services.
Federal and State Tax Planning and Return Preparation
• The fee is between $750 and $4,000 depending upon complexity of the returns prepared.
• Financial Planning clients may receive a discounted Federal and State Tax Planning and Return Preparation services.
CONTACT US TODAY
Call Paul today at 415.967.EDGE or e-mail paulsid@financialedge.net to discuss your situation, to schedule a complimentary initial consultation.
