Additional Services

Leverage our Specialization, Connections, and more than 35 years of Combined Experience.

We provide a wide range of consulting services in addition to our flagship fee-based financial planning.  These range from hourly projects to complex consulting arrangements.  Please ask us for more information. 

Some of the areas in which we consult:

  • Qualified plan analysis and design (existing 401k, SEP, Simple and profit sharing plans)
  • Complex Insurance Consulting
  • Real Estate
  • Business or Private Asset Acquisition
  • Trust Analysis