| 540 Main Street Suite 6, Winchester, MA 01890 | ||
| Phone: 1.888.323.5050 | Fax: 1.781.721.5906 | Email: |
PROFESSIONAL SERVICES
Services Offered
Level I: Project Solutions
One-time advisory work to resolve a problem or answer a question. Examples include determining the amount of income available for retirement; or designing an estate plan. Advisory fees are based on an hourly rate agreed upon in advance.
Level II: Portfolio Management
Professional investment management whereby all decisions and transactions are made for you. Fees are based on a percentage of assets under management.
Level III: Comprehensive Financial Planning
Custom-designed estate planning, investment review & recommendations, insurance evaluation, tax planning and cash flow management. Fees are quoted in advance and include ongoing advice and reviews for an annual retainer.
Click here for a fee quote.
