FINANCIAL PLANNING SERVICES PRICES

BUSINESS TAX PLAN $250.00

Maximize your tax savings with personalized strategies. This session includes review of your financial situation, projections, and recommendations to optimize deductions, credits, and overall tax posture. **Allotted time for this service is 120 minutes.

Results:

Executive Summary
Company Description
Products or Services
Market Analysis
Marketing and Sales Strategy
Operations Plan
Management and Organization
Financial Plan
Visual tax plan
Estimated tax calculations
Quarterly Estimated Tax Payments
Free Tax Advisory (until beginning of next year)

Retirement Plan: $500.00

Advising on tax-advantaged retirement accounts (e.g., IRAs, 401(k)s) and contributions to

maximize tax benefits and a comprehensive analysis of your current financial situation to develop a personalized retirement strategy. Includes projections of future income needs, investment recommendations, tax considerations, and estate planning to ensure a comfortable retirement. **Allotted time for this service is 120 minutes.

Results:

Contributions and calculations
Investment Options
Vesting Schedule
Tax Advantages
Withdrawal Rules
Distribution Options
Free Advisory (1 year)

Investment Plan $450.00

Customized investment strategies tailored to your risk tolerance, time horizon, and financial goals. Our experts analyze various asset classes, recommend suitable investment vehicles, and provide ongoing portfolio review to maximize growth and manage risk. **Allotted time for this service is 120 minutes.

Results:

Financial Goal Setting
Assessment of Current Financial Situation
Risk Profiling
Asset Allocation and Diversification
Selection of Investment Instruments
Investment Portfolio Design
Tax Planning
Monitoring and Review
Estate and Succession Planning
Contingency Planning
Free Advisory (1 year)

Savings Plan $150.00

A tailored savings strategy designed to help you reach short-term and long-term financial goals. Includes budget analysis, savings target setting, and the selection of suitable savings accounts, certificates of deposit, or other vehicles to optimize your savings.

**Allotted time for this service is 60-90 minutes.

Results:

Savings Goals
Contribution Schedule
Target Amount
Interest Rates and Investment Options
Account Type
Monitoring and Review Schedule
Terms and Conditions
Free Advisory (1 year)