We have no asset minimum for consulting clients. Hourly consulting services are designed to be responsive to our clients’ requests for services. Some of the issues we have and can address for clients include:

Inheritance
What do you do with what you have inherited? Where do you begin? What do you need to know before making any moves with your inherited assets? How does this inheritance affect your life and your plans?

Retirement planning
How much should you save? Where and how should you invest? When can you retire? How much can you afford to live on when you retire? What are your best investment choices in your 401(k), 403(b), IRA plans?

Cash flow projections for living expenses and charitable giving
How much can you afford to spend or donate each year?

Investment analysis
Is this a good investment opportunity?

Real estate purchase analysis
How much can you afford to spend on a home? Is a particular rental property a good real estate investment?

Tax planning
Are you paying too much in taxes?

Insurance analysis
Are you adequately and effectively insured?

Educational savings accounts
Should I use IRAs, 529 Plans or others?

Review of existing money manager performance
Is your manager doing a good job for you?

Risk tolerance assessment
Are you fully invested to accomplish your financial goals? Is your portfolio carrying unnecessary risk?

Portfolio reviews and investment plans
Are you a do-it-yourselfer looking for some guidance?