Fee-Only Financial Services provides financial planning and investment advice to middle-income individuals and families on an as-needed basis. The client determines the nature and frequency of services. Implementation of recommendations is the client's responsibility. Sarah Wells does not sell insurance or investment products and does not accept commissions.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Personal Financial Planning: New Plans, Check-Ups, Second Opinions
- Budgets
- Asset Allocation “Blueprints”
- Investment Reviews
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Retirement Projections
- Retirement Planning
- Tax Minimization Plan
- Home Purchase/Refinancing Analysis
- Debt Management
- Evaluation of Investment Properties
- Life and Disability Insurance Needs Analysis
Hourly Rate:$200/hr
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