Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Georgetown, KY
Get directionsDerek is a member/manager of Trophy Point Thoroughbreds, LLC, a thoroughbred horse breeding and racing operation, dedicating about 10% of his time. He is also a member/manager of Trophy Point Financial Planning LLC, providing bookkeeping and tax preparation services, dedicating a few hours per week.