Your insurance strategy is an extension of your financial plan and the front-line defender for all your assets, income, and earning potential. From personal, business and life - all play a key role in your success.
How much does an investment plan cost?
Crosby Advisory Group, LLC charges a flat fee for managed investment accounts but does not charge a separate fee for the construction
of your financial plan. We believe trust is earned; therefore, we do not charge an upfront fee for plan construction.