Our consultation services
We offer a wide range of consultations in spheres of business, family, inheritance and others. Look at the list of issues, choose the ones that are best for you and add it to the cart.
Retirement Planning
$ 299 /
1 hour
One 60-minute call with a with a certified
financial planner to get a comprehensive review of your current financial situation,
accounts and holdings, employer plans, and more.
Insurance Planning
$ 355 /
1 hour
Private session with a financial specialist
who’ll help you find the right fit for your needs in the following areas: -
Disability/Income replacement - Specialty insurance for business owners - Estate and
Trust Services
College Planning
$ 275 /
1 hour
Individual consultation with a certified
financial planner to review your current financial situation and higher education
plans. Our specialist will help you understand how much you need to save, how to
invest, and which education savings accounts to use for your place of residence.
Financial Checkup
$ 300 /
1 hour
An individual 60-minute session with a certified
specialist. You’ll get a review of your current financial situation and investment
portfolio.
Getting Started
$ 195 /
45 minutes
One 45-minute call with a certified financial
advisor. You’ll be given an introduction into investment, tax and savings basics to
help you better understand your financial capabilities and prepare for further
planning.
How it works
01
Select your package
Select the right package based on your needs.
02
Schedule your call
Schedule a call convenient for you using our secure, online
calendar system.
03
Prepare for your call
After you’ve scheduled your call, we’ll follow up with a link
to pay and a list of items to prepare in advance.
04
Talk to your expert
On your call, your expert will provide recommendations based
on your financial goals and your situation.
Advice for Every Need
