Pape Financial, LLC offers financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. These services are offered as an initial financial plan, ongoing financial planning, or project-based financial planning. Pape Financial also provides investment management services, creating and managing portfolios based on clients' goals and risk tolerance.
Pape Financial charges an hourly rate of $250 for investment management services. This fee is billed quarterly. The final agreed-upon fee will be outlined in your advisory contract.