Book an appointment

Initial Discovery Meeting

Initial discovery meeting

Free · 20 minutes

Existing Client Follow-up Appt

Existing clients wish to have an appt to discuss issues and/or concerns

Free · 25 minutes

Tax Consultation

questions on individual or business income or estate taxes or related planning issues, etc.

$95 · 25 minutes

Annual Acct Review - Jan. 2nd through Feb. 1st

financial plan review which include but not limited to: investment, education, retirement accounts and risk management products review for existing clients

Free · 45 minutes

Semi-annual Acct Review - July 1st through July 31st

Investment accounts, 529 accounts, life ins. policy and annuity contracts (and more) review for existing financial service clients.

Free · 45 minutes

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Annie Hung-Scanga