Q: I am interested in some financial planning advice as I am nearing retirement, but don’t necessarily want a long-term fee arrangement. I am thinking more about a one-time discussion with possible follow-up every 2-3 years. Do you do that sort of thing? Price?
A: We do not do hourly fee work. We charge as a fee-only advisor based on the assets that our clients ask us to manage on their behalf, therefore, if you are simply looking for hourly planning work, I do have some names of folks we trust if you are interested:
Mark Freret: 404-409-9055
Helga Cuthbert 404-633-6420
Thank you for your email and let us know if you have any further question.
Still have questions? Schedule an appointment with one of our advisors today.