Pricing

Pricing Descriptions

Comprehensive Plan: Elevate your financial well-being with our Comprehensive Plan, encompassing all aspects of financial planning. From Cash Flow to Tax Planning and everything in between, this package offers a holistic strategy for those who desire a thorough and personalized approach to managing their wealth. Pursue your short-term and long-term goals with confidence.

Hourly Planning: Gain personalized financial insights at your pace with our Hourly Consultation services. From Cash Flow to Business Planning, our experienced financial planners offer targeted advice. Tailor your session to focus on specific areas or opt for a comprehensive review. Take control of your financial future, one hour at a time, with flexible and convenient consultations.

Estate planning may require tax and/or legal assistance, which neither LPL Financial, nor its registered representatives, provide. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.