George M. Hiller
Companies LLC
1110 Monarch Plaza
3414 Peachtree Rd. NE
Atlanta, GA 30326

404-365-0222
800-359-0222

contact us via email

Financial Planning

As a separate fee-only engagement, we prepare individually tailored, written financial plans for our clients. Areas addressed in a typical plan may include some or all of the following categories:

·       financial goals

·       cash management

·       income tax

·       investment profile

·       accumulation

·       risk management

·       estate planning

·       business planning

·       financial independence

·       education planning

·       retirement planning

Each financial plan is specifically customized for the client and is designed to help the client achieve his financial goals and objectives. The plan may include a summary plan of action and an implementation checklist.

Annual reviews and updates are also available.

Typical fees range from $1000 to $4000 depending upon complexity and time required to complete the plan. A more complex plan which can address estate planning and/or business planning may be offered at an incrementally higher fee. The more complex plans may range from $4000 to $20,000. All planning engagements are entered into by written agreement before plans are prepared by one of our firm’s financial planners.

© Copyright 2006 George M. Hiller Companies, LLC. All rights reserved. 1110 Monarch Plaza, 3414 Peachtree Rd., N.E., Atlanta, Georgia, 30326. Although data are gathered from reliable sources, George M. Hiller Companies cannot guarantee completeness and accuracy.
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