Personal Financial Services
Financial Planning and Investment Advisement
We offer a full suite of comprehensive financial planning services. Our services are offered on an hourly basis. We do not require account minimums. The planning process begins with a personalized financial plan that is tailored to your unique situation. A typical financial plan costs around $2,500. Alternatively, we can work with you on an ad hoc basis whereby you pay for hourly services on an as needed basis. If you'd like to learn more about this service, including the personalized financial plan, please schedule a complimentary meeting here.
Tax Consulting Services
Individual and Business Tax Consulting
Tax consulting services are offered on a stand-alone basis. An example of this service would be reviewing your tax return(s) and offering advice on strategies to potentially lower your tax bill. We do not offer tax compliance services such as preparing tax returns. We'd be happy to refer you to a qualified tax professional, should you desire compliance services only. If you'd like to learn more about this service, please schedule a complimentary meeting here.
Business Consulting Services
CFO Services and Contract Financial Planner
Business consulting services are best suited for business owners who need help managing their business(es). We can act in an outsourced-Chief Financial Officer (CFO) capacity. We can also work as an out-sourced financial planner to other investment advisers. We do not provide attestation services, however we would be happy to refer you to a licensed CPA firm that can provide compilation, review, audit, or agreed upon procedures services. If you'd like to learn more about our business consulting services, please schedule a complimentary meeting here.