H O M E

S E R V I C E S

E X P E R I E N C E

We will work with you to define your goals and objectives.
This provides the opportunity for planning and review of

• Cash flow

• Tax

• Investments

• Retirement

• Estate

• Insurance

• Education

We often partner with your other trusted advisers:

      your attorney, broker, or accountant,

            to coordinate your financial planning needs.

Rita McGowan has chosen to work as a fee-based planner; in order to avoid any possible conflict of interest, our fees are based on services performed. Insurance, if implemented as part of a plan, is an exception.

Our services for planning or consultation are billed at an hourly rate of $175.

A complete financial analysis, depending on complexity, typically costs $2500 or more. For ongoing review, clients on retainer pay a negotiated fee based on a percentage of assets under management.