Hourly Advice

Many individuals and companies have asked for us to provide hourly consulting on their financial situation, small business plan, estate plan, or investment portfolio. Thus, we offer our services on an hourly basis for those looking for a one time consulting relationship.

Hourly Financial Consulting may include the following:

  • Executive Compensation & Stock Option Analysis
  • Comprehensive Financial Summary
  • Asset Profile
  • Retirement & Wealth Forecasting (with desired and multiple alternative scenarios)
  • Insurance Overview (Life, LTC, Disability)
  • Education Funding & Planning
  • Risk Assessment
  • Morningstar Investment Layout
  • Estate Planning
  • Retirement Income Planning
  • Investment Analysis
  • Insurance & Annuity Analysis & Recommendation
  • Pension Payout Analysis

The Cost
$250 per hour