Fee-Only Financial Services
Located in Alpharetta, Kennesaw and Peachtree City, GA, Binder Financial Planning provides Fee-Only financial planning and investment advisory services. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, without minimum requirements for net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, potential conflicts of interest regarding compensation are removed.
We work with people in all stages of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
Regardless of where you are in life, today is the best time to get started with creating a solid plan for where you're headed. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Binder Financial Planning can help you along the way.
Our hourly rate is $200/hour and a written agreement detailing the total amount of compensation and services will be provided in advance of an engagement. Contact us for more detail about fees for ongoing services, or to schedule a complementary no-obligation Get-Acquainted meeting.
Financial Planning Services
(Hourly, Project-Based or Retainer Fee)
- Investment Consultation
- Retirement Planning
- Risk Management
- Education Funding
- Tax Planning
- Estate Planning
Portfolio Management Services
(Asset-Based Fee)
- Ongoing portfolio management based on client goals, time horizon and risk tolerance.
Your financial objectives may include:
- Ensure retirement income
- Reduce the burden of taxes
- Minimize the effects of inflation
- Create and preserve personal wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today