General Consulting

financial planning consultant, napfa, fee only, 401(k), IRA, Social Security

We understand there may be times when you just need some help with specific areas - or just some general financial advice.  Our General Consulting Program can provide some flexibility by allowing us to address those requirements.  For example, it can be useful for areas such as:

•  an employer 401(k) review

•  understanding Social Security benefits

•  an objective second opinion or review of life insurance products or annuities

•  a one-time personal finance check-up

•  consolidating IRAs

•  budgeting

•  an investment basics education session

We’ll be happy to meet with you first to discuss your needs.

NAPFA fee only personal financial advisor