Our Planning Service Offerings

*All engagements that include investment planning services will include an additional contingent fee based on your investment product savings (i.e. mutual fund fees) in your first year after implementing our plan.  For example, if you are able to save $1,000 annually in investment product fees, then $500 will be added to our fee.  Since this fee is based on your annual savings going into the future, this component of our fee pays for itself.

Fees listed do not include applicable sales tax.

Services are fully customizable to meet your specific needs.

Connect with us today to schedule a free consultation.

Planning services provided by Novel Financial Inc.


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