top of page


Financial Planning and Consulting
One-time consultation/ As needed consultation
1 hr1 hZoom or In-person
$250 per hr
$250 per hr
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 $250 per hour is charged by Insight Family Financial for consulting services.
Contact Details
7273044559
Ricardo@insightfamilyfinancial.com
Dunedin, FL, USA
bottom of page