Consulting Services

In addition to financial planning, we offer specialized consulting services and/or 2nd opinions including but not limited to:

  • Charitable planning
  • Financial planning recommendations
  • Personal investment risk assessment
  • Existing investment portfolios, asset allocation and risk level
  • Review of current life and long-term care policies
  • Beneficiary review of retirement plans and insurance policies
  • Life changes such as death, divorce, retirement, incapacitation or death of a loved one
  • Receipt of inheritance, legal settlement, lottery award or sale/prospective sale of business