Financial Consulting should be an ongoing process. As your life changes and the world changes, so do your financial needs and strategies. It's all about putting the pieces together, and keeping them together.
Comprehensive financial consulting is included in our fees for investment management services. This includes planning related to investments, taxes, social security, insurance, college planning, estates, and retirement. We emphasize protection, tax reduction, and the management of various risks.
There is no charge for your initial consultation.