Investment Risk Analysis
Many individuals have asked if they have the right mix of investments for their personal situation. They are also concerned about the cost of the investments and potential tax implications. Following an personalized Investment Risk Analysis (Asset Allocation Plan) is a critical element in reacihng your financial objectives and should be carefully determined. The basic cost of the investment risk analysis is $500, but may increase with the complexity of your personal situation.

There is no cost for our initial consultation. After our meeting we will review your information in detail and provide a firm quote on the cost of our services. The information presented below was developed to give you a feel for the approximate cost of our services.

Our services include financial plans that are limited in scope ( e.g. , debt analysis, investment risk analysis, financial checkup, retirement plans)or those that address your overall financial position (a comprehensive plan). These services are billed on hourly basis of $150 hour. The total costs depends on the complexity of your situation and the services you are seeking. Plans with limited scope and complexity may cost as little as $150 (e.g. life insurance needs analysis to replace the income of a wage earner).