Mooberry Financial Management provides comprehensive financial planning services, including gathering information about your assets, income, financial goals, insurance needs, estate planning, and tax planning. This information is used to create a financial plan in consultation with you. Doni Mooberry, the owner, is an independent advisor and generally recommends financial products offered through Institutional Securities Corp., where she is a registered representative. The firm also provides advice on estate planning, tax planning, and insurance coverage.
Fee Structure
Mooberry Financial Management will discuss your existing investment portfolio and provide advice on the desirability of investments in securities. Doni Mooberry receives commissions from the sale of mutual funds and variable annuities through Institutional Securities Corp. She may also receive ongoing 12b-1 fees. Clients will incur charges imposed by third parties, such as mutual fund sales loads, 12b-1 fees, variable annuity fees, and IRA and qualified retirement plan fees.