Encompasses an initial assessment of existing assets and incorporates comprehensive planning as related to Budgeting, Retirement, Life & Health Insurance, College Education and Estate Planning, Social Security, Medicare and Medicaid Planning, Charitable Giving, Asset Protection Planning and Tax Planning.
Comprehensive Financial Planning fees are determined in advance of engagement in the planning process based on the scope and complexity of contents under review and the depth of inquiry at a rate of $325 per hour, up to, but not exceeding, $5,000. Upon acceptance of the engagement, half of the fee is due with the remaining balance due upon completion and review of the financial plan.
SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.
As your financial quarterback, we bring together investment, business, financial planning, legal, and tax specialists to address your needs, answer your questions, and help guide your decision making.