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Hourly Consulting

There are no asset minimums for consulting clients. Hourly consulting services are designed to be responsive to our clients' requests for services. Some of the issues that can be addressed for clients include:


What to do with what you have inherited? Where do you begin? What do you need to know before making any moves with the inherited assets? What steps do you need to take when settling the estate?

Retirement Planning

How much should you save? Where and how should you invest? When can you retire? How much can you afford to live on when you retire?

Divorce Settlements

When is an equal distribution not the same as an equitable distribution? Is a good short term settlement the same as a good long term settlement? What is the financial plan going forward?

Portfolio Reviews and Investment Plans

Are you a do-it-yourselfer looking for some guidance? Do you just want a financial snapshot of where you are in life?

Estate Planning

Do you have an Estate Plan? Are there specific rules and regulations about how your assets pass to your heirs? What is the most efficient way to pass assets to your heirs?