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Hourly, As-Needed Financial Advice
Commission-Free, pure fee-only services. Perfect for “do it yourselfers”…self-directed people who occasionally need or want a second opinion or validation of their current plan and/or investment portfolio. Just like the as-needed professional services provided by your doctor, dentist, attorney or CPA, you pay for just the time you use, when you use it!
To help you reach your financial objectives, our services include, but are not limited to:
- Retirement Planning Strategies
- College Funding Advice
- Cash Flow Spending Plan
- Stock Option Planning
- Insurance Needs Analysis
- Estate Plan Review
- Second Opinion on Current Financial Plan and/or Investment Portfolio
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