Fee-based Financial Planning

We offer fee-based financial planning for those clients who do not have the desire for ongoing advice and asset management. This service is based upon an hourly rate or a fixed planning fee. If you prefer discretion with how your money is invested, but still seek professional advice, this may be the option for you.

We offer consultative services in the following areas:

  • Asset allocation
  • Retirement income planning;
  • Social Security planning
  • Budgeting
  • Education planning
  • Insurance planning
  • Estate planning

401(k) reviews are also valuable to ensure your employer-sponsored investments are optimally allocated.

Contact us now to set up a meeting.