Modular Consulting Services

For clients needing only a review of a specific issue.  Common modules include:

  • Portfolio Review (non-retirement and/or retirement plans)
  • Insurance Review
  • Retirement Planning and Review
  • Retirement Income Planning
  • College Savings Planning and Review
  • Estate Planning and Review
  • Budgeting Review
  • Divorce Analysis for Allocation of Assets
  • Inheritance and Settlement Award Recommendations