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FINANCIAL PLANNING COMPENSATION:
Client pays a flat hourly fee for planning of $300/hour for the services of a Certified Financial Planner, $150/hr
for paraplanner, and $75/hr for administrative functions. Minimum fee for any
service is $750. Maximum fee limit can be estimated after data is taken. Credit of
fee paid by client over $750 available if money management services utilized within
12 months of plan’s completion date.
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