Financial Planning

 

We offer Financial Planning services on a project basis (not ongoing). Clients may wish to have a holistic financial plan or sections thereof.

A holistic financial plan will contain analyses of: 

 

  • Investments

  • Retirement planning

  • Education planning

  • Cash flow and budgeting 

  • Insurance planning

  • Estate planning

  • Tax planning

  • Asset protection

 

This service may involve working with your CPA or attorney.