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Our Services

How I May Be Compensated


Planning Fees:


Clients with multiple financial goals may benefit from a comprehensive financial analysis that includes the following modules: Cash Flow and Net Worth Savings and Investments Asset Allocation Analysis Income Tax Education Funding Retirement Planning Life Insurance Disability Insurance Long Term Care Insurance Estate Planning The fee range depends upon the number of modules that are included in the plan and the number or hours involved in preparing the analysis.


Asset Management Fees:


Many clients prefer a single fee, paid quarterly, rather than commissions on each transaction. Commission Based Products: Stocks, Bonds and Mutual Funds may be purchased in traditional brokerage accounts with commissions charged per transaction. Life Insurance & Annuities are offered through AXA-Equitable as well as AXA Network. A portion of the insurance premium is paid to the advisor as compensation.

Contact Info

Phone: (703) 205-0381

KHurley@InFinGroup.com

Local Office | Branch Office