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