GENERAL FINANCIAL PLANNING

We advise you on anything that touches your financial life. We’re typically the first call clients make when they have a financial question. There’s no question too simple or too complex. Sometimes just having someone confirm your thinking allows you to make better financial decisions. Other examples of how we can help you include: 

  • Obtaining bank financing 

  • Applying for a mortgage

  • Decision analysis for making big purchases (real estate, auto, boat, aircraft, other) 

  • Acquiring or relinquishing fine art or wine 

  • Negotiating a new job or contract

  • Education planning

  • Elder care planning

  • Special projects 

  • And much more

To Lease or Buy - That's the Question

Top 10 Tips for Fiscal Fitness

529 College Plans Changed