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Core Financial Plan

$3,000

The details:

  • An overall review of your financial health with an emphasis on retirement planning and investments. Seeks to identify other issues that may require attention including insurance, estate planning and spending.
  • Findings and recommendations from the planning review are outlined in a presentation meeting and provided in writing. Supporting reports include retirement planning projections, net worth statement and portfolio comparisons.
  • Includes a review of employer-sponsored retirement plans with recommendations on how to invest your 401(k), 403(b) or other workplace savings plan.
  • Plan fee may be reduced to $2,000 for clients who opt for Investment Management services upon completion of the Core Financial Plan.
(888) 285-7705 | info@fourpondsfinancial.com