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.
43 Constitution Dr., Bedford, NH, 03110
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Learn about disclosures →Caitlin sells non-variable insurance, term life, fixed annuities, disability insurance, and health insurance, dedicating about 10-20% of her time. She is also a Registered Investment Advisor and Representative with Northeast Planning Associates, and a Registered Representative and Investment Advisor Representative with LPL Financial. Additionally, Caitlin engages in real estate rentals, spending a few hours per week on AirBNB short term rentals.