Hourly Consulting Based Relationship
Hourly Consulting topics can include, but are not limited to, tax planning, investment planning, retirement planning, estate planning, cash flow/ budget planning, personal financial planning, business planning, education planning, asset allocation, and other financial planning services. We are compensated for our time on financial advice that addresses a specific situation, set of circumstances, or special need.
Examples of situations where advice can be provided include;but are not limited to:
- Portfolio Analysis
- Divorce Planning
- Estate Plan Review
- Real Estate Purchase Decisions
- Executive Stock Option Strategies
- Tax & Income Implications of Retirement Elections
Hourly Billing Based