wealthguardiangroup.com

Please select a service to make a booking.

Legal

Legal: Trust Consultation

Duration: 1 hour

Legal: Probate Consultation

Duration: 1 hour

Legal: Irrevocable Trust Consultation

Duration: 1 hour

Legal: Special Needs Trust Consultation

Duration: 1 hour

Legal: Business Creation

Duration: 1 hour

Advice

Advice: Financial Planning Consultation

Duration: 1 hour

Advice: Investment Management

Duration: 1 hour

Advice: Social Security

Duration: 1 hour

Taxes

Taxes: Tax Consultation

Appointments for Tax Preparation do not have a consult fee, only the cost of the Tax Preparation; for all other non-Tax Return Appointments will incur a $200 fee; please call the office with questions prior to booking.

Duration: 1 hour

Price: $ 200.00

Taxes: Payroll/Bookkeeping Consultation

Duration: 1 hour

Insurance

Insurance: Life Insurance

Duration: 1 hour

Insurance: Annuities

Duration: 1 hour

Insurance: Health Insurance

Duration: 1 hour

Insurance: Medicare Consultation

Duration: 1 hour

Insurance: Other Insurance

Duration: 1 hour

General Consultation

General Consultation:

General Consultations generally incur a $200 Consultation Fee; for details, please call the office prior to booking.

Duration: 1 hour

Price: $ 200.00

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