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Proud Member of the Independent Veterinary Practitioners Association
About
About FivePoints
Investment Approach
Community Involvement
Services
Articles & Videos
Client Portal
Contact
Learn More
Financial Planning for Veterinarians
Helping Align
Your Money
With Your Life
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Live Financially Free
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Financial Planning for Veterinarians
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IRA or Roth IRA? What are the differences and which is best for me?
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About
About FivePoints
Investment Approach
Community Involvement
Services
Articles & Videos
Client Portal
Contact
×
About
About FivePoints
Investment Approach
Community Involvement
Services
Articles & Videos
Client Portal
Contact
×
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Fees for this service are on a fixed-fee basis, and are calculated based on income, net worth, and complexity.
A one-time upfront financial planning fee of
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will be applied to all ongoing relationships, in addition to the recurring fees listed below.
Minimum Fees are $250/month ($3,000 annually)
Fees for this service are based on the scope of the engagement and the complexity involved.
The minimum fee for an all encompassing comprehensive financial plan is $1500.
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