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the Price of a Financial Planner

Price 
Location 
Submitted by  
Description
$ 500
Mar 2008
Tempe, AZ
Help managing low-risk investments  more... close row
$ 900
Apr 2007
Arlington, TX
Financial planner helps with financial security  more... close row
$ 440
Jan 2008
Brighton, Michigan
Excellent return on investments from financial planner  more... close row
$ 250
Jan 2007
Memphis, Tennessee
Two hour inventory and discussion of financial situation  more... close row
$ 35
Mar 2008
ambler, PA
Hourly charge for full range of financial planning services  more... close row
$ 600
Jan 2007
Atlanta, GA
Very pleased with financial planning services  more... close row
$ 175
Jan 2008
Marietta, Ohio
Analysis of investment portfolio  more... close row
$ 500
Nov 2007
Scottsdale, Arizona
Price for personal planning assessment  more... close row
$ 0
Oct 2010
City, State
rXycKW <a href="http://mpavayqjoigb.com/">mpavayqjoigb</a&g  more... close row
$ 1800
May 2008
Little Rock, Ar
Anxious parents needed financial planner   more... close row

Description of service

After a death in the family, my parents became very anxious about their money. Despite having their future retirement situation entirely set up, they still worried about losing their money and property should either of them develop a long term illness or have to go to a nursing home. I set up and paid for an appointment for them to visit with a financial planner regarding their financial wishes.


Review of Service

The initial appointment that I set up turned into several shorter appointments to make sure everything was in order. Luckily, there was no extra charge for these follow up appointments. As an only child, I knew that their future financial state would have a direct bearing on me if they did require long term care, so I was involved in the process as well. In the end, a living trust was established for my parents as well as two separate trust funds for my children so they would not have to miss out on a college education, should anything happen to myself or my parents.


Tips

If your parents need some financial advise and you're in the position to afford it, assist them in getting it. They've provided for you your whole life and now's the time to return the favor. In my case, I knew that I would be expected to pick up the tab, as it were, should my parents need constant medical attention, so this was a big relief for all of us, to get everything straight now.


$ 0
Jan 2008
Atlanta, GA
Free service was free for a reason  more... close row
$ 200
Feb 2008
Bethlehem, PA
Skeptical of financial planners offerings  more... close row
$ 259
Mar 2008
Hillsborough, North Carolina
Telemarketers are not to be trusted  more... close row