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
• an investment basics education session
We’ll be happy to meet with you first to discuss your needs.