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Breakwater Financial, LLC

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Retainer Financial Planning

Comprehensive. Regular Meetings. Unlimited Calls & Emails.

Q. Who’s it for?

A. You want an on-going, pro-active relationship with your financial planner that starts with a comprehensive financial plan, and includes regularly scheduled meetings to keep you on track; plus unlimited emails & calls between meetings.

Want to Learn More?

Book a free 15 minute call

What’s Included?

 

Comprehensive financial plan

At least two in-person meetings to start our relationship

Regular six-month review meeting

Workplace Open Enrollment Advice

Personal Financial Website

Referrals to other professionals within our extensive network

Advice on investment allocation on all investment accounts

Dedicated service model

Unlimited emails/calls

Secure Cloud File Storage

Pricing

$350 - $700 per month
(depending on complexity)

 

The minimum annual fee for our retainer offering is $4,200 per year. Fee schedules do not include internal fund fees, outside manager fees (if applicable), or any non-trading related transaction costs.

The above fee schedule applies to new clients of Breakwater Financial, LLC and is subject to negotiation.

Table of Fees for Services

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  2. What We Do
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Retainer Financial Planning

What We Do

  • Hourly Financial Planning
  • Retainer Financial Planning
  • Full-Service Financial Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 617-849-8019
Fax: 617-849-8023

Email: info@breakwaterfinancial.com

75 Second Avenue, Suite 605 Needham, MA 02494

     

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