COMPREHENSIVE FINANCIAL PLANNING ONLY – NO ASSET MANAGEMENT
- Flat Price of $950.00 per Financial Plan : 30% Discount = $665.00
- Direct access to an Accredited Investment Fiduciary for guidance on the
- Risk Assessment
- Retirement Planning
- Social Security Planning
- Income Planning
- Estate Planning
- College Planning, etc.
- Ideal for the “do-it-yourselfers”
- Already working with another advisor? Use us for a second opinion.
Tony Adamo, AIF®
Co-Founder | Wealth Management Advisor
Amazon Author: https://mybook.link/flipbook/8528 -FREE Digital Book