Many of us have hopes and dreams for the future.  Regardless if your dream is to retire at age 55, pay for the kids’ college or pay-down debt, most of your dreams have a price-tag.  Through the use of sound financial planning, your dreams can be designed into manageable action steps.  To help, we offer à la carte financial planning services to address your real-life, main-street financial concerns.  And at these affordable prices, go ahead and complete the form on this page and we'll get started.

Free Life Insurance Analysis: $0

Have you and your spouse taken the time to learn about the financial impact of an unexpected death?  It’s only natural to avoid this topic as the discussion of death is not pleasant.  Fortunately, in many cases, the cost of insuring this potential catastrophe can be affordable.  An analysis of your current financial situation is a good first step.  And best of all, this analysis is complimentary.  With your insurance analysis, you are free to shop for life insurance on your own or of course, we will be happy to shop it for you through one of the many insurance carriers to which we are appointed.  Complete this form to get started today.

Retirement Income Planning: $349

We believe it is the right of all Americans to live a dignified lifestyle in retirement.  But the retirement landscape in America has rapidly changed.  For previous generations of Americans, retirement income was much like a 3-legged stool, consisting of social security, pension, and personal savings.  But today, pensions have all but disappeared and social security is in trouble.  And so now, more than ever, the brunt of the responsibility to prepare for retirement has fallen on our shoulders.  Engage us for a Retirement Income Plan and we will help you structure a plan of action in order to prepare your family for the day when your pay-check becomes your play-check.  Complete this form to get started today.

Second Opinion--Investment Portfolio Review: $249

If you are like many investors, you try keep-up with current events and sometimes you may sift through the “noise” of contradicting investment media reports.  More so, you might not even have a strong understanding of the investments that you hold in your accounts.  We can help.  For a nominal fee of $249, we will produce an easy-to-understand “snap-shot” of your portfolio and provide you with a report which summarizes an action plan for your investment mix.  Complete this form to get started today.

Debt-Free Planning--FREE Consultation with any paid service:

It is a well-publicized fact that conflicts regarding household finances are the #1 leading cause of divorce in the United States.  We have a multi-tiered approach to help you alleviate this burden from your family and we create a plan that encourages the elimination of deficit spending, paying down existing debt, and the creation of a realistic spending plan. Complete this form and select any other paid service and we will provide debt-free planning for free.

College Planning: $249

Does the burden of future college costs keep you up at night?  Do you dread the discussion of having a heart-to-heart money talk about college costs with your children?  How do you balance saving for college vs. saving for your own retirement?  Our firm is sympathetic to your situation and therefore, not only will we develop a savings plan, but we will help you formulate a total family contribution so that you and your children can make the college choice a more pleasant experience for the entire family.  Complete this form to get started today.