CAC Planning and Insurance Services offers financial planning and consulting services to individuals and families. These services include risk management, college planning, cash flow and debt analysis, investment consulting, employee benefits analysis, insurance needs analysis, retirement planning, retirement plan analysis, estate planning, and business planning. CAC does not manage investments or sell securities on commission, but personnel may receive commissions in other fields.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
CAC Planning and Insurance Services offers financial planning and consulting services for a fixed fee, typically ranging from $2,400 to $6,000, depending on the specific arrangement and complexity. Fees are negotiable.
One-Time Plan:$2,400 - $6,000
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