We’ll start by learning about you and the goals that are most important to you. We’ll collaborate with you to create a plan to align your finances with your goals to help you enjoy life on your terms.
We offer ongoing financial planning services. Our typical cost ranges from $100-$300 a month. We also offer fixed-fee and hourly-based project services that are based on the estimated amount of time dedicated to your project and the scope of your project. The typical cost of our fixed-fee and hourly-based project services ranges from $500 to $3,000.
Our financial planning services include specific investment recommendations that you can implement. We also offer ongoing investment management services for clients who wish to delegate the management of their portfolio to us.
We’ll develop a personalized investment plan for you and then handle the day-to-day management of your portfolio.
We offer ongoing investment management services. The cost for investment management services are in addition to the costs of our financial planning services.
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. CGN Advisors may offer investment advisory services in the State of Kansas and in other jurisdictions where exempted.