Once we know you and the extent of your planning needs, we will quote an upfront fee for our services. We mutually develop and implement your financial plan. An ongoing relationship helps you stay on track and make adjustments as life unfolds. Financial planning is a process, not an event. We offer ongoing services to support all areas of your financial life, including tax preparation, investment advice, insurance and estate planning.
We put your best interests before our own. You receive clear objectives and recommendations tailored to your situation. We plan based on your own life goals and circumstances, and take the time needed to answer your questions. Plus, we do not ask you to move your accounts to a custodian. You can stay with your present bank and brokerage relationships.
We put your best interests before our own. You receive clear objectives and recommendations tailored to your situation. We plan based on your own life goals and circumstances, and take the time needed to answer your questions. Plus, we do not ask you to move your accounts to a custodian. You can stay with your present bank and brokerage relationships.
Services
How much do we need to save to reach our goals for retirement, children's education or to buy a new home?. Michael Garber Financial Planning has no client income or asset minimums. As an "advice-only" practice, we always put your interest first, and you can keep your existing brokerage accounts. Open retainer services are delivered on a flat fee basis, billed quarterly.
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