Services

Ongoing Financial Planning Services

Basic Planning

$199/Month

+$1,000 Initial Planning Fee

Online Financial Planning Portal
Goal Planning
Cash Flow/Debt Planning
Asset Allocation Guidance
Tax Planning
Insurance Needs Analysis
Estate Plan Review
Employer Retirement Plan Review

Book a consultation

Intermediate Planning

$275/Month

+ $1,500 Initial Planning Fee

Online Financial Planning Portal
Goal Planning
Cash Flow/Debt Planning
Asset Allocation Guidance
Tax Planning
Insurance Needs Analysis
Estate Plan Review
Employer Retirement Plan Review
Investment Portfolio Review
Social Security Planning
IRA Distribution Planning
Roth Conversion Analysis

Book a consultation

Advanced Planning

$325/ Month

+ $2,000 Initial Planning Fee

Online Financial Planning Portal
Goal Planning
Cash Flow/Debt Planning
Asset Allocation Guidance
Tax Planning
Insurance Needs Analysis
Estate Plan Review
Employer Retirement Plan Review
Investment Portfolio Review
Social Security Planning
IRA Distribution Planning
Roth Conversion Analysis
Professional Partner Coordination
Charitable Giving Strategies
Tax-Loss Harvesting Analysis
Employer Stock Option Analysis

Book a consultation

* List of features is not intended to be comprehensive, but serves as a guide to help select the appropriate planning level.

Investment Management Fee Schedule

** Preferred rate is for clients already engaged in an ongoing financial planning relationship

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Focal Point Financial Group

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Contact

Business Hours

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed

Focal Point Financial Group (“FPFG”), LLC is a Kansas-based registered investment advisor who provides advisory services in states where registered or otherwise exempt from registration. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FPFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FPFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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