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Financial Planning

Financial Planning is at the core of every service we offer.

We help our clients deal with emotional decisions such as:

  • transitioning to retirement,
  • planning for their child’s education, or
  • planning for long-term care expenses.

We offer hourly financial planning services* for clients that desire help making important decisions.

*The hourly fee for Financial Planning services varies, but generally is from $175-$250 an hour. In some cases, a retainer is required before services can begin.