Plan #1
$245Monthly
If you decide to continue with the adviser, they will prepare a statement of advice (SOA) that will formally document the advice, the strategies and any financial products they recommend.
SOA
recommendations of the adviser
insurance company
Plan #2
$445Monthly
The first meeting with an adviser is usually free. During this meeting, you and the adviser can discuss your advice needs and the adviser can give you an idea of what they can do to help you.
insurance consultation
insurance company
recommendations of the adviser
Plan #3
$645Monthly
The cost of the advice will depend on its scope. As a guide, expect to pay between $200 and $700 for simple advice and between $2000 and $4000 for more comprehensive advice.
recommendations of the adviser
investments
insurance company