Fee Based Financial Planning

Comprehensive Plan

The comprehensive plan fee covers a complete evaluation of your current financial picture and your specified goals and provides general recommendations that will help you reach those goals.

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