Consultative Financial Planning
Consultative financial planning is offered for those clients who do not have the desire for ongoing advice and asset management. This service is offered based upon an hourly rate or a fixed planning fee. If you prefer discretion with how your money is invested, but would still like professional advice, this may be the option for you.
Consultative services are offered in the following areas: asset allocation, retirement income planning, Social Security planning, budgeting, education planning, insurance planning, and estate planning.
401(k) reviews are also valuable at ensuring your employer-sponsored investments are allocated in such a way that will allow you to reach your long-term retirement goals.