Hourly Consulting Based Relationship


Hourly Consulting topics can include, but are not limited to, tax planning, investment planning, retirement planning, estate planning, cash flow/ budget planning, personal financial planning, business planning, education planning, asset allocation, and other financial planning services. We are compensated for our time on financial advice that addresses a specific situation, set of circumstances, or special need.


Examples of situations where advice can be provided include;but are not limited to:

  • Portfolio Analysis
  • Divorce Planning
  • Estate Plan Review
  • Real Estate Purchase Decisions
  • Executive Stock Option Strategies
  • Tax & Income Implications of Retirement Elections

Hourly Billing Based


Schedule An Appointment Today


Return To: Services