Transparency Is the Key to Trust
As a fee-based firm, we want to be honest in what we offer. That’s why we’re open and transparent when it comes to our services and what we charge.
Our advanced services include our core services plus the following:
- Lifestyle Goals: Up to 10
- Business Succession Planning
- Advanced Estate Planning
- Advanced Insurance Planning
- Stock Awards Planning
- Pension Analysis
- Investment Design & Management
- Risk Analysis
- Asset Allocation
- Legacy Planning
Minimum Investment Assets
*Plan Development Fee is based on client utilizing eMoney electronic account data submission
The financial planning fees (fees) described above may increase or decrease depending upon the complexity Of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.