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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Tax Preparation | Personal Tax Preparation |
$100 - $250
Call to Book
|
Business Tax Preparation |
$300 - $700
Call to Book
|
|
Tax Consultation |
$50 - $150
Call to Book
|
|
Mortgage Services | Mortgage Consultation |
$100 - $200
Call to Book
|
Mortgage Application Assistance |
$200 - $400
Call to Book
|
|
Refinancing Services |
$250 - $500
Call to Book
|
|
Investment Services | Retirement Planning |
$150 - $300
Call to Book
|
Investment Portfolio Management |
$200 - $500
Call to Book
|
|
Education Savings Plans |
$100 - $250
Call to Book
|
|
Insurance Services | Life Insurance |
$50 - $150
Call to Book
|
Health Insurance |
$100 - $300
Call to Book
|
|
Property Insurance |
$200 - $400
Call to Book
|
Better Financial Planning Firm 1997. Tax, Estate, Education, and Retirement Planning. Insurance and Portfolio Review. RRSPs. Tracking expenses You make. Pension Help. Retirement Income Planning. Education Fund & Group Save. Investment Strategy. Mortgage. Life and Health, Home, Auto, and Business Insurance. Tax Return. They offer all services from their Partner Licensed Professionals. We work to help each customer achieve their financial goals. Investor education is key because we want happy customers.
 
Better Financial reviews are positive due to consistently stellar service. Clients' Better Financial reviews demonstrates the considerable difference the team has made in their financial lives. Most clients feel confident their finances are in caring hands from the moment they walk through the door. Chan, a key member of the team, is very professional, friendly and considered a part of the families of many clients. Chan stands out as a trusted professional, making his clients feel at home. Their growth and success have been facilitated by the broad range of services, including tax preparation, mortgage advice, and other financial planning services. Clients trust this team for a full range of financial services, demonstrating how they see their responsibilities exceed those of traditional financial advisors. Client feedback suggests that they love working with this team, considering them the most enthusiastic financial professionals they have ever worked with, and they are enthusiastic to continue their relationship.
 
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