Frequently Asked Questions
How much is an initial consultation?
Is there an investment minimum?
What are the fees to hire Money Script Wealth Management as an advisor?
Do you work with individuals and business owners?
Are clients required to hire Money Script Wealth Management, PLLC as an asset manager?
Is Money Script Wealth Management, PLLC a fiduciary?
Why should I make a financial plan?
What type of information do I have to provide?
What should a financial plan include?
What about taxes?
We don’t have a choice about paying taxes, but we can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year. We will work with your tax professionals to help you plan to reduce your tax expense now and in the future.
Why is there an evaluation of my insurance needs?
Being underinsured can be a great risk in the face of tragedies. We will help you understand the costs, benefits, and conditions of your insurance policies. We’ll help you understand your exposure and discuss options to limit your risks.