Open ended meeting to ask questions. No detailed analysis is performed. We provide advice based on your situation.
This is an in-depth review of your financial situation with custom tailored advice.
The same deliverables and attention to detail as our fundamental financial planning service, however; if you fall in this category your planning needs have grown more complex.
See our Fee Based Asset Management Schedule for the current year
Financial Planning fees
Hourly Advice $200.00/HR
Open ended meeting to ask questions. No detailed analysis is performed. We provide advice based on your situation. This could be a good option for someone to leverage the experience of a CERTIFIED FINANCIAL PLANNER(TM) Practitioner as a sounding board on a specific issue(s). This is not a good option for a question like, ”Do I have enough saved to retire” where a detailed analysis would need to be performed.
Example of common topics discussed
Fundamental Planning $2,500
This is an in-depth review of your financial situation with custom tailored advice. We calculate retirement projections based on your specific position, coach you through how to properly create reasonable assumptions for the future, calculate college funding, perform life insurance needs analysis, construct your balance sheet, review employer benefits options, review investments. You receive a custom executive summary along with detailed projections & reports.
Equity Compensated Executive Planning $2,500-$5,000
The same deliverables and attention to detail as our fundamental financial planning service, however; if you fall in this category your planning needs have grown more complex, as the financial instruments you own have become more complex—like trusts, Stock options, restricted stock units, deferred compensation plans, multi-generational beneficiary planning, annuities, trust owned life insurance, and charitable gifting strategies.
Services your annual asset fee pays for:
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The registered representatives affiliated with this site are licensed to discuss and transact securities with residents of the following states: FL, IN, MT, NC, SC, NY, OH, VA, OH
*Ruffalo Wealth Management and LPL Financial are separate entities.