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General Consulting

We understand there may be times when you need help with a specific area - 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

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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