Hidalgo Financial Services
Hourly Fee / Advice Only Services
In some cases all you need is a little good advice and an extra pair of eyes and ears. At your request, we can engage in an hourly service where we provide professional advice and specific recommendations based on your objectives. Our time together is yours! You set the agenda. We will provide you with our very best advice while looking out for your best interests. You don't need to give us your money to invest nor do you need to buy any investment product.
Clients take advantage of our hourly fee advice-only services for help with any and/or all of the following:
Budgeting and cash flow advice
Analysis and advice regarding investment opportunity
Paying for or planning for college
Independent investment portfolio review / risk analysis
Estate planning advice
Small business advice
Getting the most out of your employer sponsored retirement plans
Again, the time is yours – you tell us what you want us to do with it!
Our hourly fees are very competitive with those of similar professionals. If this way of working together makes sense for you, then we can discuss it in more detail during our initial meetings. Call today for details.