FinancialTech

Services Offered

• Investment Planning
• Retirement Planning
• Tax Strategies
• Estate Planning
• Risk Management

Cost Range

The cost of services at FinancialTech varies depending on the complexity and scope of the financial plan required. Initial consultations may be offered at no cost, with subsequent fees based on hourly rates or a percentage of the assets managed.

Local Tips

• Consider scheduling an appointment during weekday mornings for quicker service.
• Take advantage of their free initial consultation to better understand their service offerings.
• Check for any client events or seminars they may host, which can be a great opportunity to learn more about financial planning.

FAQs

What should I bring to my first consultation?

It's helpful to bring recent financial documents, such as tax returns, investment statements, and any financial planning documents you currently have.

Do you offer virtual consultations?

Yes, FinancialTech provides virtual consultations for clients who prefer remote meetings.

How often should I review my financial plan?

Regular reviews are recommended at least once a year or whenever there is a significant change in your financial situation.