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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Wealth Management | Comprehensive Financial Planning |
$200 - $500
Call to Book
|
Investment Management |
$100 - $300
Call to Book
|
|
Retirement Planning |
$150 - $400
Call to Book
|
|
Tax Services | Tax Preparation |
$100 - $300
Call to Book
|
Tax Planning |
$150 - $350
Call to Book
|
|
Tax Strategy Consultation |
$200 - $500
Call to Book
|
|
Financial Review | Initial Financial Assessment |
$100 - $200
Call to Book
|
Ongoing Financial Checkups |
$75 - $150
Call to Book
|
|
Customized Financial Reporting |
$150 - $300
Call to Book
|
|
Investment Strategy | Asset Allocation Planning |
$150 - $400
Call to Book
|
Diversification Strategies |
$100 - $300
Call to Book
|
|
Performance Monitoring |
$50 - $150
Call to Book
|
Our mission at Hobart Wealth is to help you create a retirement plan as individual as you are. Each person has a unique vision of the ideal retirement. The "right" approach to creating your own is similarly subjective. We acknowledge that financial planning is not universal or solely money-based. It is about pursuing your hobbies, dreams, and goals. It is about envisioning your ideal life now and in retirement.
 
Most of the over 10 reviews from clients show their satisfaction in Hobart Wealth in handling their retiring plans. They mention that Chris Hobart and his entire team are experienced in advising them, so they are confident that they are to retire. Their personalized plans have enabled them to invest in many areas pushing the client’s wealth. This indicates the company's competency in advising on many financial dilemmas. One of the clients mentioned that other clients’ recommendations are what pushed them to Hobart Wealth after they saw their financial breakthrough. The firm is so ethical when it comes to client’s money, and some have improved in investments. This high level of performance has the client trust the team and the long-term relationship, which has finally helped them to know their finances better.
 
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