iStock_000034402784Large.jpgEveryone 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