Financial Planning - Eugenias Advisory Group, LLC - Private Wealth Management

• Financial Planning •

• NEWSFLASH •

●	Velda quoted in The Gadsden Times and Tampa Bay.com
●	Fidelity Money Market Guarantee

Financial Planning Services

Upon the client’s request, the Advisor will prepare an analysis of the Client’s financial situation and objectives. Advisor will provide written recommendations in regard to any or all of the following:

Tax and cash-flow management
Estate planning
Investment management
Retirement planning
Divorce settlements
Insurance needs analysis
Insurance Review
Career or business planning
Education planning
Wealth transfer strategies
Client’s present financial position (produce a financial statement)
And other areas of financial concern as requested by the Client

Advisor will work with the Client to coordinate the implementation of recommendations in the plan. The fee charged is $175.00 per hour and will be based upon the complexity of the work – see current fee schedule. Client will receive an estimate of costs during initial engagement. One half of that estimate must be paid when Client Advisory Agreement is signed. The balance of the fee [may be more or less than originally quoted] will be due when written analysis is received by client. Client will be aware of the cost before the final presentation of the invoice. This Service chosen alone does not include investment management.

Simplify. Organize. Manage.
508 South Fifth Street ♦ Gadsden, Alabama 35901
(Office) 256.546.3243 ♦ (Toll Free) 877.546.3245 ♦ (Fax) 256.546.3249

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