Financial Planning for Generations, INC.

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Assets Under Management

N/A

Number of Clients

120

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Financial Planning for Generations, Inc. offers personalized financial planning and investment advice. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment advice, education funding, retirement planning, estate planning, and business management. They are a fee-only firm and do not sell commissioned products.

Fee Structure

Hourly Rate:$275 - $550/hr

Financial Planning for Generations, Inc. bases its fees on hourly charges, ranging from $275 to $550 per hour. Financial plans are priced according to the complexity of the client's situation. Fees are billed monthly, in arrears.

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