George F. Vieth          Be Do Have

CONNECT

Address:

10 Patten Parkway
Chattanooga, TN 37402

Phone:

423-267-6858,Toll Free 877-648-4384

Fax/Other:

603-386-6784

Financial Planning Flat Fee Schedule

 

  • Information gathering and collection of financial statements   - $10/hour minimum 1 hour

  • Cash Flow, Budgeting - $100

  • Savings Goals and Asset Allocation - $50

  • Education Planning - $30

  • Retirement Accumulation Planning - $100

  • Retirement Income Planning -$135

  • Social Security Benefit Analysis $35

  • Estate Planning and Gifting Strategies - $285

  • Qualified Plan and IRA Distribution - $100

  • Business Planning -$285

  • Investment Planning - $35

  • Estate Distribution - $285

  • Special Needs Planning $285

  • Employer Qulified and Nonqualified Stock Options Planning $285