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:
- Business Continuation Strategies
- Business Exit Strategies
- Executive / Key Person Compensation Strategies
- Non-Qualified Deferred Compensation Strategies
- Employee Benefit Strategies