Services & Pricing
Working With Willow
At Willow Financial, we believe true financial success comes from seeing the complete picture. Our holistic approach weaves together every strand of your financial life – from investment strategy and tax planning to retirement income and estate considerations.
We don't just manage portfolios; we create integrated financial plans that evolve with you. Through sophisticated investment management strategies and comprehensive planning, we help protect and grow your wealth while keeping your life goals at the center of every decision.
Whether you're mapping out your retirement income, optimizing tax strategies, or building a legacy for future generations, our team ensures each piece of your financial puzzle works in harmony with the others.
We don't just manage portfolios; we create integrated financial plans that evolve with you. Through sophisticated investment management strategies and comprehensive planning, we help protect and grow your wealth while keeping your life goals at the center of every decision.
Whether you're mapping out your retirement income, optimizing tax strategies, or building a legacy for future generations, our team ensures each piece of your financial puzzle works in harmony with the others.
Our Pricing
Your specific fee is thoughtfully calculated based on your unique financial situation and planning needs. This transparent pricing structure ensures you receive comprehensive wealth management without hidden costs or conflicts of interest.
Fees are determined following an initial consultation, where we learn about your specific needs and goals.
Flat Annual Fee: $5,000-$35,000
Fees are determined following an initial consultation, where we learn about your specific needs and goals.
Flat Annual Fee: $5,000-$35,000
Your comprehensive service package includes:
Investment Selection & Portfolio Management
Annual Tax Planning Letter
Family Financial Calendar
Net Worth Summary and Tracking
Estate Strategy Development
Work Benefits Optimization
Qualified Plan Management
