Essential Financial Strategies offers financial planning services including tax preparation and planning, estate planning, risk management, retirement planning, and business development needs. These services are tailored to the client's objectives. Essential Financial Strategies may use a sub-advisor for investment management services. Essential Financial Strategies does not sell insurance or investment products, nor does it accept commissions.
Fee Structure
Essential Financial Strategies may use a sub-advisor, Asset Dedication, for investment management services. The sub-advisor charges a separate fee, which varies depending on the assets placed with them and the type of oversight provided. The sub-advisor's fee is set forth in a separate agreement with the client.
