Special Needs Answers
Jessica M Robertson CPA
South Bay Financial Partners
Jessica M Robertson CPA
South Bay Financial Partners
FINANCIAL PLANNER
Bio coming soon!
Firm Description
Hours
| Day | From | To |
|---|---|---|
| Monday | 7:00 AM | 4:00 PM |
| Tuesday | 7:00 AM | 4:00 PM |
| Wednesday | 7:00 AM | 4:00 PM |
| Thursday | 7:00 AM | 4:00 PM |
| Friday | 7:00 AM | 4:00 PM |
| Saturday | By Appointment Only | |
Cost
Financial Planning 2% of incomeFinancial Planning with investment advice 2% of income + .45% of assets under management + .2% of assets under advisement
$150/hr basic financial planning and financial therapy
$450/hr for advance tax prep/planning and investing
$200/mo or $300/mo basic financial planning & financial therapy
What Is a Special Needs Planner?
Main Office
2700 Patriot Blvd
Suite 250
Glenview, IL 60026
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503
