fee-only planning, Goyette Financial Planning Thousand Oaks, CA Services

By: Goyette Financial  09-12-2011
Keywords: investments, Financial Planning

Our Services

Our clients all have unique circumstances but we have found that individuals and families with household incomes exceeding $150,000 and/or those that have accumulated a Net Worth (excluding home) exceeding $500,000 are most likely to find our services valuable.  We are particularly well suited for managers, directors and executives who are juggling a busy family life and work schedule or those nearing retirement.  We can assist you with most of your financial needs including tax preparation and reviewing your benefit options at open enrollment time.  We also focus on properly integrating your corporate retirement plans, deferred compensation, and outside investments, paying close attention to tax efficiency.

The Initial Consultation is provided at no charge.


Annual Retainer

The Annual Retainer includes ongoing integrated financial planning with review and recommendations in the areas of cash flow, taxes, investments, retirement planning, education planning, risk management and estate planning.  The Annual Retainer may also include the preparation of the client's personal tax returns. Clients may consult with their advisor throughout the year without additional charges. Fees are based on a formula including various factors reflecting the complexity of the client's financial situation.


Limited Retainer
Goyette Financial recognizes that clients may have specific planning issues that require limited services.  We will determine the fee by evaluating the scope and complexity of these engagements.  ©2010 Goyette Financial Planning. All rights reserved.

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The information in this article was current at 06 Dec 2011

Keywords: Financial Planning, investments