We start with a complimentary 30 minute meeting
A quick assessment of your current financial situation with feedback
Answering a personal financial question
Determining the value to you in collaborating with us
Our financial planning and consultation services fee is a fixed annual fee structure. The following reflects what our fees typically look like:
Initial fee through December 31st of current year: $4500 Couple / $3000 Individual Annual ongoing fee for proceeding calendar years: $3000 Couple / $2000 Individual
*Additional charges may apply based on planning needs. Please see our Firm Brochure (Form ADV Part 2A) for details.
Mr. DeYoung is a Colorado licensed insurance agent and can discuss annuities, life, disability and long-term care coverage with interested parties where appropriate through various unaffiliated insurance companies. He may receive a commission from the issuer for a client’s purchase of an insurance contract.