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.}