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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Retirement Planning |
$100 - $300
Call to Book
|
Cash Flow Management |
$50 - $150
Call to Book
|
|
Estate Planning |
$200 - $500
Call to Book
|
|
Investment Strategy | Investment Analysis |
$200 - $400
Call to Book
|
Tax Implication Review |
$150 - $300
Call to Book
|
|
Risk Assessment |
$100 - $250
Call to Book
|
|
Lifestyle Assessment | Goal Setting |
$75 - $200
Call to Book
|
Scenario Planning |
$150 - $300
Call to Book
|
|
Timeline Development |
$100 - $250
Call to Book
|
|
Tax Planning | Self-Employment Tax Strategy |
$100 - $250
Call to Book
|
Tax Efficiency Review |
$150 - $300
Call to Book
|
|
Tax Workflow Optimization |
$100 - $200
Call to Book
|
Marlene C. Buxton BA, CFP®, CLU is a Fee-Only Financial Planner specializing in Retirement Income planning at Buxton Financial For Retirement. Marlene believes retirement income planning should be tailored to your individual circumstances and not based on general assumptions. A Retirement Income Specialist can help you to make informed decisions and have the freedom of choice in your retirement years, which could be decades of your life. Book a complimentary consultation over Zoom with Marlene Buxton to learn more at www.buxtonfinancial.ca
 
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