Fee for service consulting is based upon an hourly rate of $165/hr. This permits a client to obtain impartial advice and receive a report outlining appropriate solutions to achieve their financial objectives. A financial advisor of the clients´ choice would implement the strategies outlined in the recommendations. Our corporate clients, for downsizing, early retirement projects, and educational seminars, also utilize this compensation model.

Commission is paid by financial institutions upon implementation of the plan, for insurance and investment products required to meet the client´s objectives.

The initial consultation to determine client requirements and the method of compensation is conducted on a complimentary basis, and usually takes 1.5 hrs. Upon completion, all clients sign a financial planning agreement that confirms the method of compensation agreed to. If plan implementation is elected and Oracle Financial Services places the insurance and investment products, fees are waived.

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We have a wealth of experience in the financial services industry.

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