Expert Financial Advice

For those who desire advice on a one-time or stand-alone basis, we offer this service agreement under an hourly or flat-fee arrangement. Financial plans are offered for a flat-fee and typically address a specific issue in the areas of investment management, tax planning, retirement planning, estate planning, or risk management (insurance analysis). Services under this agreement are one-time in nature and do not include the ongoing supervision, monitoring, or periodic review of investments.