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.
