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Member Garrett Planning Network
"We help people make personal financial decisions. We charge by the hour or the project - no products, or commissions of any kind."
We help you make the most of the only life you have by giving you:
• Confidence in achieving the goals you uniquely value,
• While avoiding undue sacrifice to your lifestyle,
• And avoiding unnecessary investment risks.
Isn't it time for a Certified Financial Planner who puts your interests first?
Book an Appointment

Service Fees

Money Professionals Group offers prospective clients a variety of financial planning options, from one-time planning sessions to ongoing investment management and financial advice. Listed below are some of our services and their costs based on an hourly billing rate of $210. Customized engagements are offered for those with unique or complex circumstances.

Financial Checkup Session

Financial Checkup Session / $600

  • A single, 2-hour meeting that focuses on one or two financial issues. A short summary of recommendations will be sent to you after the meeting.
  • This is not a detailed financial review and will not result in an extensive financial plan. It is most appropriate for clients with fairly simple financial circumstances.
  • Appropriate topics for discussion include 401(k) investment choices, college savings strategies, debt management and basic retirement forecasting.
  • Email and telephone support provided for 15 days after the meeting.
  • Ask for more details on the Financial Checkup.
Portfolio Makeover

Portfolio Makeover / $1,200

  • A review of your existing portfolio and asset allocation with written recommendations. Looks at ways to lower your current investment expenses and ensure your portfolio matches your investment time horizon and tolerance for risk.
  • Includes 401(k) accounts or other retirement savings plans.
  • Email and telephone support for 30 days after presentation to address questions and provide advice on plan implementation.
Retirement Roadmap

Retirement Roadmap / $1500 - $3000

  • A detailed financial planning engagement intended for those taking a serious look at when they might retire. Typically for those in their mid-40s to mid-60s.
  • Includes written recommendations, retirement cash flow projections, portfolio review, asset allocation plan and proposed portfolio. Also includes basic review of estate planning and life, disability and long-term care insurance needs.
  • Once the plan is presented, we provide complete client support for six months. This includes two quarterly meetings as well as email and telephone support to address questions and provide advice on plan implementation.
Customized Engagements

Customized Engagements / $210 an hour

  • We provide customized financial planning engagements for those with particularly unique or complex circumstances. Written estimate provided at complimentary, initial consultation.
Investment Management & Ongoing Financial Planning

Investment Management & Ongoing Financial Planning

  • Money Professionals Group also offers investment management and ongoing financial planning to those clients who seek a continuing relationship with a trusted advisor. Fees for this service are based on the level of complexity and the expected time to complete the service. Contact us for more detail.
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Money Professionals Group (MPG) is a Registered Investment Advisor located in the state of Florida. MPG is in compliance with current registration requirements for this type of business in the state of Florida. MPG may only transact business in Florida or a state where it qualifies for an exemption or exclusion from registration requirements. Money Professional's website is limited to the dissemination of general information pertaining to investment advisory services. Accordingly, MPG does not, and will not, effect or attempt to effect transactions of securities, or the rendering of personalized investment advice for compensation over the Internet.