Providing fee-based planning services is an important part of what we do. It allows us to be compensated for providing analysis, guidance and recommendations without the need to sell a product. Our fee arrangement can vary depending on our client’s needs and the complexity of their situation. Below is an outline of ways in which we can charge:
Here are just a few examples of ways that fee-based planning might be of help to you. We can help you understand and incorporate the following into your planning;
Connecticut Public School Teachers
All of the topics listed above, plus;
If you would like discuss your situation and understand which fee structure best suites your needs, please feel free to reach out to the firm.