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Financial Planning and Consulting

One-time consultation/ As needed consultation

  • 1 h
  • 200 US dollars
  • Zoom or In-person

Service Description

Financial Planning and Consultation services include a comprehensive evaluation of a client's current and future financial state and will be provided by using currently known variables to predict future cash flow, asset values, and withdrawal plans. Financial Plan includes but is not limited to: - Financial Goals - Personal net worth statement - Cash flow analysis - Retirement strategy - Comprehensive risk plan - Long-term investment plan - Tax reduction strategy - Estate preservation An hourly fee of $200 per hour is charged by Insight Family Financial for consulting services.


Contact Details

7273044559

Ricardo@insightfamilyfinancial.com

Dunedin, FL, USA


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