Consulting Services

Consulting Services

Because of our depth and breadth of knowledge, we are frequently approached and asked to review a 401(k) statement, Private Investment (Reg D Fund or Limited Partnerships) or look over insurance policies.

We are more than happy to provide this type of consulting service. Technology has allowed us to become more flexible as consultants, and we generally have the ability to review your financial holdings regardless of where they may be held.

Typically, our basic consulting services may cover, but not be limited to:

  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Social Security Review
  • Asset Allocation Review (401(k), Taxable, Tax-Deferred accounts)
  • Portfolio Risk/Reward Analysis
  • Personal Financial Planning
  • Cash Flow and Budget Planning
  • Education Planning
  • Insurance Policy Review
  • Corporate Benefits Review

As your situation becomes more complex, we have the capabilities and staff to provide a comprehensive financial plan. This would include a complete review of all services listed above with the addition of (but not limited to):

  • Long-Term Care Planning
  • Health Care Planning
  • Insurance Planning
  • Additional Estate Planning Needs (Trust Review, Will Review,
    additional collaboration with an Estate Attorney)
  • Multi-Generation Planning (may require beneficiary/heir meeting)
  • Advanced Tax Planning (includes any collaboration with your CPA)
  • Third Party Investment Management Analysis
  • Equity Compensation Planning

This is just an overview of what we may offer.
Please contact us to discuss how we may assist you with your investing and financial planning needs.


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