Financial Consulting

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