Our Fee Structures
Our firm provides financial planning and investment services on a fee-only basis. However, we are also affiliated with an insurance agency that may receive commissions if you choose to purchase insurance products through us.Â
Asset-based fees:Â A percentage of assets under management, which aligns our compensation with the growth of your portfolio.
Flat fees or hourly rates: We offer straightforward, predictable pricing for financial planning, consulting, or specific projects, ensuring you know the exact cost of our services upfront.
Commission-based fees: If you purchase insurance product from us, we will receive commission from Insurance companies. However we will always fully disclose and discusse in advance.
Our Core Services
We offer the following financial services to our esteemed clients:
Our wealth management services are designed to optimize your financial portfolio. We provide strategic advice and active management to ensure your investments align with your long-term goals.
Investment Management
Secure your future with our expert retirement and estate planning services. We help you develop a comprehensive strategy that ensures financial stability, protects your assets, and provides peace of mind for you and your loved ones in your golden years.
Retirement & Legacy Planning
Navigate complex tax regulations with ease. Our tax planning services are tailored to minimize your tax liabilities while maximizing your financial benefits.
Tax Strategies
Protect your legacy with our range of insurance annuities. We offer solutions that provide financial security and peace of mind for you and your loved ones.
Insurance & Annuities
Begin Your Journey
Experience the difference with Princeton Wealth Planning. Our dedicated team is here to help you maximize wealth, secure your retirement, and preserve your legacy. Get in touch with our team of financial experts now.