Fee Planning Services
Some clients desire to receive advice and then implement their financial plan on their own. In these cases, Buehler and Berryhill Financial can develop a plan of action, ready to implement outside of our products and services.
We recognize that having a relationship with other professionals is often necessary to complete many financial plans. The advice and implementation of documents by other advisors, such as accountants and attorneys are critical. Whether you have already established these relationships or need help building them, we welcome the opportunity to collaborate with the other members of your financial planning team so that all your planning priorities are met down to the final document.
*You are under no obligation to use the services of any of the entities referred above, and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Buehler & Berryhill.