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RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Financial Planning
SERVICE OVERVIEW
Our financial planning service aims to alleviate the time it takes for advisors to create financial plans by having us create customized financial plans, crafted to align with clients' unique financial goals. A CERTIFIED FINANCIAL PLANNER™ professional, will personally handle the creation of financial plans and work with you 1:1 on it.
PRICING STRUCTURE
$1,000 per financial plan
$150 per hour to update existing financial plans
KEY FEATURES
Financial Plan Creation | |
Budgeting | |
Debt Management | |
Emergency Fund | |
College Planning | |
Insurance Planning | |
Retirement Planning | |
Monte Carlo Simulations |
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