Sanchez & Zures, LLC
Sanchez & Zures provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals.
Upon the completion of an initial complimentary consultation, our financial planning and tax services are billed at $200 per hour. A fixed fee will be quoted at the beginning of each engagement. Our portfolio management service is billed at 1.00% annually of the assets we manage.
Please feel free to contact Jeffrey J. Zures, CPA, CFP at (703) 349-0330 extension 2 or Jeff.Zures@SZadvisors.com.