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Financial Planning

Financial Planning Services are based off a $240/hour rate. Customized packages can be built for a fixed fee.

Comprehensive Financial Plans generally range from $1,800 - $3,000. This includes an in-depth analysis of all planning topics followed by a detailed plan of action for achieving objectives.

Limited Scope Engagements or Financial Checkups generally range from $500 - $1,000. A Limited Scope Engagement will focus on a narrow topic such as college planning or debt management. Financial Checkups are encouraged at least annually after creating and implementing a financial plan. Your situation will change over time, due to personal circumstances, the economy, and tax laws. Financial plans should be reviewed and updated periodically to ensure it still meets your needs.

Actual pricing could be higher or lower than general ranges listed above. Fees are always based on time which is usually a direct reflection of the complexity associated with an individual's personal circumstances.

Huebner Financial Planning can provide advice and financial plans regarding many topics, including but not limited to:

Income and Expenses

Budgeting, Productive Debt, Consumer Debt, Taxes, Emergency Fund, Credit Score

Insurance and Estate Planning

Life, Disability, Health, Property & Casualty, Liability, Long-Term Care, Estate Planning Considerations

Saving and Investing

Vehicle Savings, Education Savings, Taxable Savings etc.; Asset Allocation, Portfolio Suitability and Review

Retirement

Overall Projections, Social Security Strategies, Retirement Savings & Withdrawal Strategies, Retirement Accounts

Giving and Enjoying Life

Charitable Giving, Volunteering

Small Business

Retirement Plans, Farmer/Ranchers, Entrepreneurs


Contact Us Today to Learn More