In order to best be able to serve a wide variety of clients and needs, we offer several different financial planning services including:
- Hourly Consulting
- Fee-only or Flat-fee Financial Planning
- Participant Consulting Advice Program
- WealthVision Account Management
Our hourly consulting services offer an opportunity for anything from extensive financial planning and investment advisory services to simpler consultations, with you only having to pay in relation to the amount of time it takes us to figure out the most appropriate financial solution for your unique situation and goals. These services are typically best for individuals and families either paying off debt or focused on accumulating wealth.
Included within our hourly consulting is assistance with matters such as:
- Tax planning
- Cash flow/budget planning
- Retirement planning
- Estate planning
- Investment planning and asset allocation
- Personal financial planning
- Business planning
- Education planning
- Insurance planning
- Planning for purchases/expenditures
Fee-only or Flat-fee Financial Planning
Fee-only financial planning services are the most straightforward way of obtaining competent planning and investment advice. This can be especially effective for individuals and families entering, or already in retirement, who are seeking help with complex matters such as making the most out of their retirement portfolios and investments. We will be able to project how long your savings will last and offer analysis and advice on which investments can help you maximize the potential of your personal wealth.
Our fee-only planning services include:
- Cash flow planning
- Retirement income planner
- Estate & legacy planning
- Income tax planning
- Social security planning
- Long-term care planning
Participant Consulting Advice Program
Navigating the ins and outs of employer sponsored retirement programs is a complicated matter at best. Our participant consulting advice program or PCAP enables us to help you make the most of employer sponsored plan by providing advice on which of the investment options within your employer’s plan you should select. Whether you are a part of a 401k, 403b, 457, TSP, SEP, Simple IRA, or one of the many other types of retirement programs, we can assist you in choosing from the investment options available.
Wealthvision Account Management
Having your own WealthVision account enables you to see all your different depositories of money at one time in one place. Accounts linked through LPL will automatically update outside sources such as banks and employee benefit programs can be manually entered in, giving you the ability to see a comprehensive summary of your financial status all in one place.
This is one of the services we offer to our retirement income planning and financial planning clients. Please see our pricing schedule for more info.