Financial planning services may be offered as part of an annual retainer program. The fees generally range between $500 and $25,000 annually.
Fixed fees for financial planning generally do not exceed $25,000. Hourly fees generally range between $100 and $500 per hour.
37 1/2 Forrester Street, Newburyport, MA, 01950
Get directionsCorey sells non-variable insurance products including life, fixed annuity, LTC, DI and health, dedicating minimal time to this. He also works with Northeast Planning Associates, Inc. as a registered investment advisor, spending nearly full-time hours on this activity.