Lifes financial complexities starting to take a toll? But you feel you and your familiy you are not ready to work with advisor full time? The Popovich Group Fee-Advice Planning may be a good fit for you. We offer planning solutions for:
Single Individuals
Growing Families
Married Couples
Multigenerational Families
Finances can be overwhelming and time consuming. Many want to:
Pay less taxes
Understand their personal financials
Increase cash flow
Know they’re on track for their goals
Our Pricing
The fees is paid in two installments with half upfront and half at the midpoint of the engagement when the plan is completed and presented.
Starting rate is $5,000 and increases based the complexity of your individual case needs.
We provide ongoing service for clients with over $500,000 of assets directly managed by The Popovich Financial Group.
Depening on the complexility of your financial plan the Popovich Group will review:
