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Fee Based Financial Planning

Comprehensive Plan

The comprehensive plan fee covers a complete evaluation of your current progress towards the specified goals and provides general recommendations that will help improve progress towards your goal attainment.

Focused Planning

Focused plans cover a specific area such as Retirement and/or Distribution Analysis, Survivor Planning, Asset Allocation Analysis, and Estate Planning.

Business Consulting Services

Business consulting services are available on a fee basis in the following areas:

  1. Business Continuation Strategies
  2. Business Exit Strategies
  3. Executive / Key Person Compensation Strategies
  4. Non-Qualified Deferred Compensation Strategies
  5. Employee Benefit Strategies