Fee-only financial planning services are offered as a stand alone engagement for an hourly or flat fee.

• Pre-Retirement Analysis
• Investment Portfolio Design and Management
• Asset Allocation/Risk Management Analysis
• Post-Retirement Financial Independence Analysis
• Asset Distribution Strategy & Income Planning
• Pension Analysis
• Monte Carlo Simulation
• Tax Review and Planning
• Stock Option Analysis
• College Funding Analysis
• Disability Income Replacement Analysis
• Survivorship Needs Analysis
• Long Term Care Analysis
• Estate Tax and Distribution Analysis
• Charitable Giving Strategies
• Investment Trust Management Services