Lindsey Financial Services LLC

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Analysis

Cost Range

The cost for financial planning services can vary based on the complexity of your needs. Typically, fees might range from $1,000 to $5,000 annually for comprehensive planning. Investment management fees are often a percentage of assets under management, typically between 0.5% and 1.5%.

Local Tips

• Schedule your consultation early in the week, as appointments fill up quickly towards the weekend.
• Take advantage of the initial free consultation to assess if their services align with your financial goals.
• Check nearby parking options or use public transportation for convenience when visiting the office.

FAQs

What should I bring to my first appointment?

Bringing recent financial statements, tax returns, and a list of financial goals will help tailor the meeting to your needs.

Do I need a financial planner?

If you have complex financial goals or need guidance in managing your investments or planning for retirement, a financial planner can provide valuable advice and strategies.

How often should I meet with my financial planner?

It's generally recommended to meet at least once a year, but more frequent meetings may be beneficial if you have significant life changes or financial decisions to make.