Will Salazar, Financial Planner

Services Offered

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

Cost Ranges

While specific fees can vary based on the services required and the complexity of each client's financial situation, typical consultation fees start at $150 per hour. Comprehensive financial planning packages may range from $1,000 to $3,000 depending on the level of detail and ongoing management required.

Local Tips

• Schedule appointments in advance, especially during tax season, as slots fill up quickly.
• Prepare a list of financial questions and documents beforehand to make the most of your consultation time.
• Consider combining services for a holistic approach to your financial planning.

FAQs

• What should I bring to my first consultation? It’s recommended to bring financial statements, tax documents, and any investment or retirement account details.
• Does Will offer virtual consultations? Yes, virtual consultations are available upon request to accommodate clients' schedules and preferences.
• How often should I review my financial plan? Regular reviews are suggested annually or whenever significant life changes occur.