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The Client Experience
An Experience Story
Prudence in Process
Ways To Partner
Retirement Plan Services
Lifestyle & Retirement Plans
Comprehensive Planning
How We Partner
Our Clients
Fee Arrangements
Fee For Service Menu
CapCoVa + Sollinda
Meet Andy
Who We Are
Connect. Follow.
Knowledge Pantry
BrainCrumb Blog
Partner Login
Partner Login
Mobile App Download
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Ways To Partner
Retirement Plan Services
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Comprehensive Planning
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CapCoVa + Sollinda
Connect. Follow.
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Lifestyle Planning
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Fee For Service
,
Flat Fee
,
Lifestyle Planning
College Funding Consultation
$
250.00
Sale!
Fiduciary Advice
,
Flat Fee
,
Lifestyle Planning
The “Let’s Begin” Lifestyle / Financial Plan
$
3,500.00
Original price was: $3,500.00.
$
2,500.00
Current price is: $2,500.00.
Sale!
Fee For Service
,
Fiduciary Advice
,
Lifestyle Planning
Budgetary Review & Consult
$
250.00
Original price was: $250.00.
$
175.00
Current price is: $175.00.