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
