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Everyone is at a different stage in life with various financial needs.
Some clients have all of their investments in retirement accounts, but still need a financial consultation. As such, Financial Consulting is provided on an annual retainer basis. The following are just a few examples:
- Cash management;
- Insurance analysis;
- Retirement projections and distribution analysis;
- College planning (projections, saving strategies, tax deductible programs, etc.);
- Tax and estate planning;
- Assistance with allocating 401(k) accounts;
- Specialty consulting projects.