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 Schedule of Fees as of 1/1/2012 - Federal & NYS State Tax Review and Analisys to Lower Total Tax Liability, $50; with tax preparation at home or office for those who do not own a home, business or trade equities. $75 per return.
- Financial Position Statements, includes Budget (Cash Flow) and Networth Analysis, $150
- Employer Benefits including Short-term Disability, Long-Term Disability, Group Life Insurance, Pension and 401K or 403(b) Review and Analysis, $50
- Social Security Disability, Survivors and Retirement Benefits Review and Analysis, $50
- Private Life Insurance Needs Review and Analysis, if submitted with application no charge. Otherwise, $50
- Debt Restructuring and Elimination Review and Analysis, $200
- Other Money Management topics of interest to clients, $50 per visit for one hour.
- Financial Literacy Workshops for profit and not-for-profit companies or group of individuals $30 per person, per hour.
OUR PROCESS We meet with you to understanding your financial needs and goals. The typical client requests a full review and analysis, with emphasis on debt reduction and family income protection. We'll gather all required information and financial documents to create financial statements tailored to your individual needs. We will then meet with you and discuss available options. We will then select and implement your chosen option. Its that simple. Rescheduled/Cancelled Appointment Fee $25, if rescheduled or cancelled within 15 days prior to scheduled appointment. |
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