Sometimes you just need a little extra help or advice. Maybe you just need some guidance on understanding your company’s 401k plan, or you’d like to create a household budget but you don’t know where to start.
Tull Financial Group can provide services on an hourly basis to clients seeking clarity on a specific subject with a clear objective and point of completion.
Such consultations may include but are not limited to:
- estate administration
- tax analysis
- retirement plan distribution
- business planning
- cash flow review and budgeting
- employee benefits review (401k, pensions, etc.)
- insurance reviews
- social security and/or Medicare consultation
Hourly Consultation rates range from $100 to $300 per hour, depending upon the complexity and level of expertise the work requires. TFG will provide estimated hours for the proposed service, and present a Fee Agreement. One-half will be billable upon signing the Agreement, and the last half will be paid upon presentation.