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FINALLY, A FINANCIAL ADVISOR YOU CAN TRUST!

Solutions

one-time Engagement

There may be times when you simply need a few hours of help and not a lifetime relationship. For those instances, we provide advice on an hourly or fixed-fee basis. Some areas that we can assist are:

  • Estate plan review and/or assist with establishing one
  • Investment portfolio evaluation and recommendations
  • Cash flow planning including establishing a budget or debt reduction plan
  • Business succession planning
  • Assessment and recommendation for business retirement accounts
  • Employee investment education
  • Pre-retirement checkup
  • Tax return review for a second opinion

Rates range from $150 to $250 per hour, with a two hour minimum.