Comprehensive Financial Planning
Our financial plans can answer a multitude of your financial questions by providing a snapshot of your financial situation as of a given date.
We work to understand your areas of greatest concern, and then create a personalized analysis and detailed action plan. Your comprehensive financial plan might cover investment strategy, taxes, insurance, retirement planning, Social Security claiming strategies, estate planning and college planning. Each of these areas can also be reviewed independently with a more focused analysis. Financial planning fees are based on an hourly charge for our time.