Financial Planning


Financial Plans – To assist individuals and business owners in organizing their financial affairs, defining specific goals, preparing a plan to help meet those goals, providing options for implementations, monitoring progress against the goals, and recommending modifications as the need arises. Specific areas of concern in Financial Planning are reviewed including: Retirement Planning, Estate Planning, Investment Planning, Insurance Planning, and Tax Planning.

Fees are hourly or a flat fee based on the complexity of the case.