How It Works?

My hourly rate works just like a lawyer’s billable hours. I charge for most face-to-face time, most coordination with other professionals, and more than a ½-hour of analysis.

Fee:

  • $150 Per Hour
  • Minimum of 2 hour
  • Billed on the ½ hour

Time for typical requests:

  • Asset Allocation & Investment Analysis  = 2-6 hours
    • (Less than 10 current investments)
  • Retirement Projection   = 2-4 hours
  • College-Funding Projection & 529-Plan Investment Analysis  = 2-5 hours
  • Social Security Analysis   = 2-5 hours
  • Insurance Review/Recommendation = 2-5 hours
    • Long-Term-Care Plan
    • Fixed Annuity
    • Fixed-Index Annuity
    • Variable Annuity
    • Term
    • Whole Life
  • Asset Allocation & Investment Analysis & Retirement Projection  = 2-15 hours