Other Services

While we have the ability to manage all aspects of client finances, we realize some prefer to manage their own accounts or are looking for a second opinion from another financial advisor on their holdings. In response to this need, we offer consulting on an as needed basis.

Common consulting situations include:

  • Portfolio Analysis
  • Pension Payment Options
  • Qualified Domestic Relations Orders (QDRO)
  • Business Valuations
  • Individual Security Analysis
  • Employee Benefit Analysis