Initial Consultation Investment Review
  • No Obligation
  • $200 (credited towards any first fee)
  • One-time review, assessment, and suitability of your regular, IRA, rollover, and pension plan investment portfolio.
  • 0.5% of market value of portfolio. (Fee credited towards first quarterly investment management fee if reviewed account is opened as managed & account)
  • Minimum fee: $200 (credited towards first quarterly investment fee if new account opened)

Hourly Consultation
  • Retirement, college, taxes, investments, insurance, budgeting, debt, cash flow and many other areas affecting the financial decisions you make.
  • As-needed guidance and second opinions
  • Estimated time necessary to address your specific concern(s) provided in advance.
  • $200 per hour or flat fee

Financial Planning

Retirement Feasibility Analysis
  • Coordinate your financial resources into an organized plan to achieve your personal and objectives.
  • Minimum fee: $1,000
  • Evaluation of when you can retire and what you can do to make that date earlier.
  • Total Fee: $750

Investment Management

Tax Preparation
  • Long-term, consistent, and satisfying returns for regular, IRA, rollover, and pension plan accounts.
  • $0-100,000 - 1.2% annually (.3% quarterly) of market value of account.
  • $100,000-$500,000 - 1.0% annually (.25% quarterly) of market value of account.
  • Minimum fee: $50 per quarter
  • Federal and state
  • Minimum fee: $125 (depending on complexity)
  ...
Financial planning is the process of meeting your life goals through the proper management of your finances.
 

Contact:
Michael Furois, CFP ®
Phone: 480.993.3757
Fax: 480.718.8550
E-Mail: mcf@theplanningassociates.com


Write:

The Planning Associates, Inc.
15215 S. 48th St. Suite 130
Phoenix, AZ 85044
 Copyright © 2008 The Planning Associates, Inc.                                                                
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