|
A.C.T. Financial Services Inc. Is pleased to offer full
financial planning services. We are committed to offering
complete fee only services. This service will have a set
fee for a basic plan that looks at your general information;
current financial status (including cash flow analysis and
net worth); current retirement plan values and goals for
saving; investment tolerance for both retirement plans
and other investment holdings; education planning for
children, grandchildren, etc; current insurance contracts
and needs; estate planning including wills, living trusts,
irrevocable trusts, etc; and most importantly your hopes
and dreams.
These services are not to be confused with commission
based brokerage services.
Plans can include additional services such as active
management of investments: education funds, etc…
|
|
Current Initial Fee Schedule (06/08)
Individual Rate $1,400
Joint Rate $2,000
Additional work and/or specific work can be
contracted at $200/per hour.
Planning fees are subject to change without notice.
All planning agreements will be compliant with ADV
Part II requirements.
Office hours are available by appointment.
|
|
