First Fidelity Financial Group

Services Offered

• Investment Management
• Retirement Planning
• Tax Strategies
• Estate Planning
• Financial Consulting

Cost Ranges

While specific prices are not listed, financial planning services typically range from hourly fees of $150-$400 to comprehensive planning packages that may cost between $1,500 and $5,000 annually, depending on the complexity and scope of the services required.

Local Tips

Jacksonville is a vibrant city with a diverse economy, making it an excellent place for financial planning services. Clients may consider scheduling meetings during off-peak traffic hours to avoid congestion on major roads like I-295. Additionally, the local real estate market provides ample opportunities for investment, which can be discussed in detail with the financial advisors at First Fidelity Financial Group.

FAQs

• What should I bring to my initial consultation? It's advisable to bring any relevant financial documents such as tax returns, investment statements, and information on current debts and assets.
• How often should I meet with my financial planner? The frequency of meetings can vary based on your financial situation and goals, but typically, an annual review is recommended.
• Is First Fidelity Financial Group a fiduciary? Yes, they operate as fiduciaries, meaning they are legally obligated to act in the best interests of their clients.