Services
A project-based model allows clients to decide how much assistance they would like depending on their background and financial knowledge – with no pressure to purchase financial products. Clients can target a specific area like college planning or take a holistic approach and work together to create a comprehensive financial plan covering a wide range of financial topics.
Personal Financial Planning Services offered include:
Investing and Retirement
✓Investment Selection for IRAs and 401Ks
✓Retirement Planning Strategies
✓Pension Buyout Evaluations
✓Social Security Strategies
✓Second Opinion on Investments or Current Financial Plan
College Planning
✓College Funding Advice
✓Guidance on Navigating the College Financial Aid Process
Additional Planning Services
✓Cash Flow & Spending Plans
✓Financial Education for Young Adults, the recently Widowed, or recently Divorced
Some clients may be able to identify exactly how to proceed and simply would like a second opinion; others may be unsure of what areas to target and want more guidance. An hourly service model allows clients to tailor the service to match their exact needs.
Personal Financial Planning Services offered include:
Investing and Retirement
✓Investment Selection for IRAs and 401Ks
✓Retirement Planning Strategies
✓Pension Buyout Evaluations
✓Social Security Strategies
✓Second Opinion on Investments or Current Financial Plan
College Planning
✓College Funding Advice
✓Guidance on Navigating the College Financial Aid Process
Additional Planning Services
✓Cash Flow & Spending Plans
✓Financial Education for Young Adults, the recently Widowed, or recently Divorced
Some clients may be able to identify exactly how to proceed and simply would like a second opinion; others may be unsure of what areas to target and want more guidance. An hourly service model allows clients to tailor the service to match their exact needs.
