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.

Chess Board Planning

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.

Learn more about How We Invest and the other Services we offer.