FEE FOR SERVICE

We offer fee for service consultations on various planning topics including estate, investments, employment options, government programs, insurance and income tax. The fees charged will depend on the complexity of the client’s financial situation. The fee options include;

• a flat fee for a specific task or consultation
• an hourly fee
• a mix of both

We will be happy to review your financial circumstances and provide an exact quote at no cost or obligation to you.