Fee Based Planning


Fee Based Financial Planning

For comprehensive financial planning services, a flat fee is charged depending on the scope of work involved for your personal situation.


 InvestSome questions explored might include:

Are my investments allocated to meet my risk profile? 

Are my investments tax efficient under the new tax laws?         

I am recently widowed, what should I do now?   

Do I have enough money to fund my lifestyle in  retirement?   

If I die early will my family be provided for?  

What is the best way to save for my childrens college education?

I received an inheritance, what should I do? 

How do I ensure that my partner will be provided for if I die? 

What do I do now that I won the LOTTERY?  

When should I begin taking my social security benefits?