Initial discovery meeting
Free · 20 minutes
Existing clients wish to have an appt to discuss issues and/or concerns
Free · 25 minutes
questions on individual or business income or estate taxes or related planning issues, etc.
$95 · 25 minutes
financial plan review which include but not limited to: investment, education, retirement accounts and risk management products review for existing clients
Free · 45 minutes
Investment accounts, 529 accounts, life ins. policy and annuity contracts (and more) review for existing financial service clients.