1 Additional cost may apply depending on individual situation
2 Total cost will depend on the topic(s) covered and be agreed upon before the plan is built. If your situation changes, you can update your plan annually for a cost of $250. This includes a meeting with your CFP® to review your situation and update your information, and an updated version of your plan with new recommendations based on what’s changed.
Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do no guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment.