Services Provided

Our flat fee retainer is the focus of our practice. It is in this way that our clients receive the full benefit of our services. We meet with our clients often during the course of the initial year, depending on the situation, to create and set in motion their financial plans.

 

The areas covered include, but are not limited to:

Tax Advice:

Tax Planning

 

Portfolio Analysis

 

 

Investment
Management
and consulting:

Asset Allocation Strategy

Implementation and Monitoring

 

 

 

Financial
Services:

Estate Planning

Insurance Reviews

 

Retirement Planning

 

Education Funding

 

Record Keeping

 

Budgeting

 

Goal Setting & Value Assessment

 

 

 

Our flat fee retainer is open-ended. This means that our services are not limited only to scheduled appointments covering designated topics. Our clients are free to call us or set an appointment with us at any time they desire to discuss any topics of concern, which are within our scope of expertise. There will never be an added charge for calling or meeting with us.  It is understood that our clients will require these services to varying degrees. We work with our clients to determine which areas are priorities for them and which areas that we feel need our attention.

 

©2007 Pollock Planning Associates, Inc. All rights reserved