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ARE YOU PAYING YOUR MINIMUM INCOME TAX DUE?Large National Firm Says: "Get Your Billions Back"We Say: "Don't Pay the Billions To Begin With!"PLAN TODAY TO AVOID TAXES TOMORROW!

Vital Signs Financial Services LLC offers a “Vital Signs Checkup” for a flat fee of $335 that is designed for clients whose financial planning needs are currently not complex in depth or breadth.  This brief, basic financial checkup may be a good fit for:

 

  • New college graduates starting their careers;
  • Newly married couples who want to identify needs and issues that marriage presents;
  • Anyone who would like to review their plans to assure that they have identified the needs critical to their financial success. 

 

Vital Signs Financial Services LLC offers the “Vital Signs Checkup” for $300 to clients with a net worth of $75,000 or less and a yearly gross income of $35,000 or less.

 

Financial planning and investment advisory fees are $125 per hour and the quoted fee will depend on the complexity of depth and breadth of the client’s circumstances and requests for services.  The minimum fee is $375 for services beyond the “Vital Signs Checkup.”  Prior to beginning the planning/advisory process, Vital Signs Financial Services LLC will quote a fee range from the minimum $375 up to a maximum of $925 based on the amount of time necessary to prepare the plan that fully addresses the client’s requirements.  The fee for a comprehensive financial plan ranges from a minimum of $4000 to a maximum of $15,000 again based on the amount of time necessary to prepare the plan that fully addresses the client’s requirements.

 

Vital Signs Financial Services LLC requires an initial deposit of 10% of the quoted fee for a comprehensive financial plan but requires no initial, minimum fees for any other services rendered.  Forty percent (40%) of the total fee for the comprehensive financial plan will be due at the mid-point of the agreed upon duration of the engagement and the balance of fifty percent (50%) of the fee will be due upon completion of the agreed upon services and a letter of completion has been signed by the client and Vital Signs Financial Services LLC stating that the conditions in the original engagement letter have been met to the satisfaction of all parties who signed the engagement letter.

 

For services other than a comprehensive financial plan, fee payment will be due upon completion of the agreed upon services and a letter of completion has been signed by the client and Vital Signs Financial Services LLC stating that the conditions in the original engagement letter have been met to the satisfaction of all parties who signed the engagement letter.  Fees are not collected for more than six months prior to the services being rendered.  All fees will be detailed in the engagement letter.

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