Fee-Only Planning


Get a comprehensive
plan that meets your
specific needs.

Fee-Only planning means that your Retirement Income Specialist works directly for you, the client. Retirement Income planning covers the unique needs over several decades of your life.

Your Retirement Income Specialist, who is also a CFP® Professional, works to put together a comprehensive plan that meets your specific needs. You will have action steps to share with your other professional advisors (ie. lawyer, accountant, investment advisor, insurance advisor, real estate agent, mortgage agent/broker, banker etc.) If you need a referral to a professional advisor, we are happy to provide.

 

At Buxton Financial Inc., we offer a complementary initial consultation to give you the opportunity to meet us.

 

Fee-Only Planning includes:

  • Retirement Income Planning
  • Financial Management
  • Tax Planning
  • Asset Management *
  • Risk Management
  • Estate Planning
  • Business Succession

 

*Strictly recommendations regarding general asset allocation. Buxton Financial Inc. does not consider the selection of, nor recommend any, individual investments or securities.

$3,495 Standard Package
This is the pricing for most Financial Plans for an individual or couple.

 

$4,995 and up Complex Package
This is for complex situations that require much more planning and strategizing.

 

Alternatively, if it is determined in the initial consultation that these packages would not meet your specific needs, we will provide a customized package that will fit your unique situation.

Pricing

letschat@buxtonfinancial.ca


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*CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other®/ ™ are trademarks of FPSC, unless indicated.