Financial Planning & Consulting
Whether you’re looking for help allocating your 401(k) account, figuring out the best way – and how much – to save for a child’s education, or want a detailed financial plan that covers retirement planning, education savings, estate planning, charitable giving, and insurance needs, we can help.
We can perform an analysis of your current plan and investments; provide portfolio allocation and investment recommendations consistent with your risk tolerance and return requirements; or help you with a unique decision or circumstance that requires financial expertise. These services are offered on an hourly or fixed-fee per engagement basis. See our Fee Schedule.