How do you charge for your financial advisory services?
First, there is no charge for the initial consultation, which will generally take about 45 minutes.
Beyond that, I charge my hourly, fixed project or ongoing retainer fee. Once we agree on specific financial planning or investment services, I will provide you with a written price quote. My price quote is based on the estimated time involved in meeting with you, research, analyzing your situation, developing recommendations, and providing advice.
Annuity ABC's While these insurance products can be complex and confusing, annuities can provide steady income at lower risk. Tom Roberts, CFP®, will help you understand the different varieties, costs and options, so you can decide if an annuity is right for your situation. Free. Information and RSVP at StraightTalkSarasota.com or 927-9590. Tuesday, May 22, 5:30 - 6:30 p.m., Fruitville Public Library, 100 Coburn Road, Sarasota. |