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
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
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
* 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
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.