Billing rates that are fair and not out of this world.
Relax! You wont freak out with our pricing and professional fee billings.
Financial Strategies, Inc. offers a flat hourly billing rate of $220/hr in 2020-2021 years for all of our offered financial services including Inherited IRA consulting.
We use a proprietary automated billing system called "Time Pilot" that provides extreme vision down to the “second” of all work performed and billed for each client case. No ten-minute, fifteen-minute, or thirty-minute rounding up time billings. (more common with law firms) All services include a free 10-minute consultation session first, in person, or by phone or video conference. (we provide a Dropbox cloud link for those wanting to share any documents they want to discuss with us even during the initial free consultation). This allows prospective clients to "sample" how we act and think working for you, always reviewed by owner M.D. Anderson.
You are assured as a consulting client of Financial Strategies, Inc. we will only bill for actual time spent and that you will have a full vision on all itemized tasks with our billing entries for all work performed and/or expenses incurred. This guarantees you can not be over-billed for unproductive time. Final bills may include miscellaneous costs (first approved by you) for copies, messengers, postage, and sometimes, third-party research tools or associates required to finish tasks assigned to our firm. Retainers are normally required upfront before any work can be performed. The minimum retainer is currently 1.5 hours of billing time.
Set a Phone or Zoom appointment
Let us help protect what is most important to you. Today, while it is fresh in your mind.
Use the form below to tell us more about your Inherited IRA situation and we’ll call you back to schedule a free 10-minute appointment by phone. Please be as detailed as possible. Include reference to any current documents that are “material” to discuss your case with you.
To help us best serve your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment. Our general response time is one hour or less during a business day.
Set an appointment to chat at no cost or obligation.
➤ location
806 W. Palomino Drive
Chandler, AZ 85225
Office Hours
Monday - Friday
9AM - 5PM
☎ Contact
service@webfsi.com
(800) 782-2806