Assistance With Plan Implementation

Often, clients need additional assistance once the plan is delivered in setting up investment accounts or in making changes or clarifying recommendations.  If you make a timely effort to implement the recommendations, and you require help, I will be available at no additional cost for the first six months after the plan is delivered.  Most likely, we can work over the phone or via email, but if an in-person appointment is needed, there will not be a charge.

Price :  Free – comes with comprehensive, retirement and investments plans