|Home About Wealth Management Hourly Consulting Philosophy FAQs Blog Contact|
If you would like our advice on a more limited scale than the Wealth Management Program, then we can provide consulting services on an hourly fee basis. Depending on your needs, we can address topics like optimal use of your cash flow, income tax opportunities, employee benefits, insurance planning, investment planning, and estate planning. We can also help you develop a financial planning roadmap that you can implement on your own. Let us know how we can help you, and we will provide you with an estimate of our fees for the project. Our rate is $300 per hour.
Our Hourly Consulting services do not include discretionary management of your portfolio. If you are interested in having us manage your portfolio, please consider our Wealth Management Program.
Please see our Form ADV Part 2A for more information about our services, fees, and investment risks. Before we provide any services to you, you will need to enter into a written client agreement with us. Our agreement will describe the terms of our engagement.
All services and fees are subject to change at any time.