Financial Planning Fees

Service:

Cash Flow Projections:

 *

 *

 *

 *

Retirement Planning:

 *

 *

 *

 *

Medicare/SS Planning:

 *

 *

 *

 *

Investment review/recommendations:

 *

 *

 *

 *

College Savings recommendations:

 *

 *

 *

 *

Proactive Tax Planning (no returns filed):

 *

 *

 *

 *

Debt Analysis/Strategy:

 *

 *

 *

 *

Estate planning (No legal documents drafted):

 *

 *

 *

 *

Special needs analysis/recommendations:

 *

 *

 *

 *

Charitable giving (DAF, Foundations, Trusts, etc.):

 *

 *

 *

 *

*Employee Benefits/Retirement Plan Design and review:

 *

 *

 *

 *

*Business succession planning/implementation/execution:

 *

 *

 *

 *