Initial Consultation Investment Review
  • No Obligation
  • $250 (credited towards any first fee within three (3) months)
  • One-time review, analysis, assessment, suitability, and recommendations for designing, rebalancing, or consolidating retirement, regular, IRA, pension, rollover, college, and trust investment portfolios.
  • 0.5% of market value of portfolio being reviewed
  • Minimum fee: $250 (credited towards first quarterly fee if a new ongoing investment management account is opened within three (3) months)

Hourly Consultation
  • Retirement, college, taxes, investments, insurance, budgeting, debt, cash flow, pre-and post divorce planning, pension and business valuation, proposed settlements, second opinions, and many other areas affecting your financial decisions
  • "As-needed" guidance and second opinions
  • Estimated time necessary to address your specific concern(s) provided in advance.
  • $250 per hour

Financial Planning

Retirement Feasibility Analysis
  • Coordinate your financial resources and objectives into a comprehensive, organized, and clear plan to achieve your personal financial goals and objectives.
  • 2% of your total income (1/2 due upon your receipt of questionnaire; balance due upon your receipt of completed plan document)
  • Minimum fee: $1,200
  • Evaluation of when you can retire and what you can do to retire earlier; optimal pension, Social Security, and withdrawal strategies
  • Total Fee: $1,000

Investment Management

Tax Preparation
  • Long-term, consistent, and satisfying returns for regular, IRA, SEP, pension, rollover, college, and trust accounts.
  • < $100,000 - 1.4% annually (.35% quarterly) of market value of account.
  • $100,000-$500,000 - 1.2% annually (.30% quarterly) of market value of account.
  • $500,000-$1,000,000 - 1.0% annually (.25% quarterly) of market value of account.
  • > $1,000,000 - .8% annually (.20% quarterly) of market value of account.
  • May be subject to minimum quarterly fee of $50
  • Federal and state income tax returns
  • From $125, depending on complexity
Financial planning is the process of meeting your life goals through the proper management of your finances.

Michael Furois, CFP ®
Phone: 480.993.3757
Fax: 480.718.8550


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