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Annual Plan Maintenance Fee

Plans are reviewed every year by updating client goals and assessing the current financial situation. We evaluate all aspects of the plan with the goal of optimizing the probability of success.

The First Consultation with Carmichael Financial, LLC is a Free Meeting. This meeting is designed to start the relationship and understanding of how we will work together to accomplish your goals though our planning process. Once it is decided to move forward the following fees would be Assessed.

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