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Financial Planning


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.


Financial Planning



Base Plan


Lifestyle Goals

Up to 3

Plan Services

 - Cash Flow Management
 - Insurance Planning
 - Investment Design & Management

Core Plan


Lifestyle Goals

Up to 6

Plan Services

 - Cash Flow Management
 - Risk Management & Insurance Planning
 - Investment Design & Management
 - Legacy & Estate Planning Review
 - Tax Planning
 - College Funding Analysis
 - Social Security Strategies

Advanced Plan


Lifestyle Goals

Up to 10

Plan Services

 - Cash Flow Management
 - Insurance Planning
 - Investment Design & Management
 - Estate Planning Review
 - Tax Planning
 - College Funding Analysis
 - Social Security Strategies
 - Business Succession Planning
 - Stock Awards Planning
 - Pension Strategies
 - Legacy Planning
           - Charitable Giving
           - Philanthropic


Financial Plan

Net Worth*

Base
$500
$250<$500,000
Core$1,000$500$500,000 - $2,000,000
Advanced$2,500$750$2,000,000+



*Net Worth includes all assets, less liabilities, and also excluding the value of real estate, automobiles, and furnishings

Plan Development Fee


The First Consultation with Underhill Financial Advisors, LLC is a Free Meeting. This meeting is designed to start the relationship and understanding of how we will work together to pursue your goals though our planning process. Once it is decided to move forward the following fees would be assessed.

Our Financial Plan Development Fee varies with the complexity of the situations our clients face. We use a combination of a client’s needs, lifetime goals and net worth to determine the Plan Development Fee.


Annual Plan Maintenance Fee


We evaluate all aspects of the plan and review every year by updating client goals and assessing the current financial situation. 

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 The AmeriFlex(R) Group 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.