Braziel & Associates offers financial planning services, including family wealth planning, business succession, and estate transfer strategies. The firm helps clients define their goals, organize financial information, and evaluate different options. Plans may include analysis of estate and gift taxes, net worth, income taxes, cash flow, investments, employee benefits, and risk management. Clients are not obligated to implement recommendations through Braziel & Associates.
Fee Structure
Braziel & Associates charges hourly fees for estate and financial planning, up to $250 per hour, and $125 per hour for staff time. A retainer fee may be required, which is applied toward the hourly rate. The remaining balance is due upon completion of the plan and services.