We offer comprehensive financial planning services. No advice or recommendation is ever given without first reviewing your current financial situation and looking at your personal goals. Investment management services are offered, but not required for financial planning services.
We look forward to working with you!
Comprehensive Planning
We believe that financial planning should take all aspects of life into account. This includes investments, yes, but that’s not enough. We also take into account lifetime tax planning, estate planning, insurance analysis, etc. to make a plan that truly meets your needs.
Pricing
$3,000 flat fee
(*Additional fees may be assessed for exceptional circumstances.)
Investment Management
For those who would like professional investment management, we offer a consistent and proven approach that attempts to minimize fees while harvesting full market returns. All investment management clients also get access to full comprehensive planning services.
Pricing
First $1,000,000
1.00%
Next $1,000,000
0.60%
Next $3,000,000
0.40%
Over $5,000,000
0.20%
Hourly Planning
Financial decisions can sometimes be overwhelming. If you’re looking for targeted help from a professional on a limited basis, we also offer hourly planning services.
Pricing
$250 / Hour
Gutman Financial Planning LLC 