Perk Planning focuses on financial planning and investment consultation. Financial planning covers areas like cash flow, budgeting, education, retirement, risk management, and estate planning. Investment consultation involves providing periodic investment advice through consultations, but does not include continuous management of an investment account. Perk Planning also offers financial educational sessions.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Perk Planning does not offer ongoing investment management services. They provide investment consultation, which involves giving advice on investment options and helping you set up your own investment account, but they don't manage the account for you.
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