Financial Planning

We strive to help make your goals a reality

If you are wrestling with what to do or how to get where you want to go, we want to hear your story.  Based on your unique circumstances, we will develop a plan that works for you by utilizing a combination of industry expertise and comprehensive financial planning software.

Our Comprehensive Financial Plan includes the following:

  • Retirement Capital Analysis

  • Portfolio Investment Review

  • Insurance Needs Analysis

  • Social Security Optimization Report

  • Debt Reduction Planning

  • College Funding Planning (where applicable)

PRICING INFO

This is a complimentary service for anyone investing $100,000 or more with us.

For those who do not qualify, the initial project fee will be $1,000 and $300 for each annual review.

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Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory Services offered through Securities America Advisors. Fevergeon Financial and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.