At Cofield Advisors we work on a Fee-Only Retainer basis, meaning that we are paid only by you and don't accept outside commissions or sell products. We have 3 tiers of services and they are broken out below. All of these retainer services provide you with a 30-day money back guarantee!
Starter Service Package
Only Services Listed Below
Our Starter package is geared toward those in the beginning phase of gaining control of their financial situation. We provide:
Growth Service Package
Services Listed Below & Silver
Our Growth package is geared toward those who need more in depth services and detailed plans. We Provide:
Wealth Builder Service Package
Our Wealth Builder Package is geared toward those who already hold investments and need more complex planning strategies. We assist you with tax advantage strategies and provide recommendations around your portfolio and asset allocation. We provide:
We understand that not all clients want to work on a long term basis or may only need individual services and we can accommodate you as well. Our hourly rate is $150/hr and we base our project cost of hours of work needed for completion of task.