Health Meets Wealth Advisors

Services Offered

• Retirement Planning
• Investment Management
• Wealth Preservation
• Tax Planning
• Risk Management

Cost Range

The cost for financial planning services can vary based on the complexity of the client's financial situation and the specific services required. Typically, clients can expect to pay a percentage of assets under management, a flat fee, or an hourly rate. It's best to contact them directly for a personalized quote.

Local Tips

Located conveniently on PGA Boulevard, Health Meets Wealth Advisors is easily accessible for residents in and around Palm Beach Gardens. Consider visiting nearby attractions like the PGA National Resort for a round of golf or the Gardens Mall for some shopping after your financial planning session.

FAQs

• What should I bring to my first appointment? It's helpful to bring financial documents such as tax returns, retirement account statements, and a list of assets and liabilities to your initial consultation.
• Do they offer virtual consultations? Yes, Health Meets Wealth Advisors offers virtual consultations for clients who prefer remote meetings.
• How often should I meet with my financial planner? Regular reviews are recommended, typically annually or semi-annually, but the frequency can be tailored based on your needs and financial goals.