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Fee Structure

All planning and consulting services are based upon an hourly rate of $250, however a fixed fee may also be agreed upon in addition or in place of the hourly rate. 

Fees are determined based upon the nature and complexity of each client's circumstances. All fees are agreed upon prior to entering into a contract for services.

A retainer of $2,500 is due at the time an Agreement is signed for Retirement Plan Consulting, Divorce or Business Consulting Services.