Priority Tax & Financial Planning
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Divorced Individuals
Helping individuals and small business professionals convert high income to high net worth.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Debt Management
- Education Planning
- Equity Compensation
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Hourly Rate — $250–$450/hour
- Flat Fee — $250–$450 one-time
- One-Time Planning Fee — $1,200–$3,600 one-time