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 have one of a variety of other money-related questions, our Financial Planning service will craft for you a detailed comprehensive financial plan that covers retirement planning, education savings, estate planning, charitable giving, and insurance needs.

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, and help you with any unique decisions or circumstances that require financial expertise. This service is offered on a fixed rate based on individual estimates. See our Fee Schedule.

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