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Tailored consulting services are intended for clients who do not want or need the in-depth consulting packages offered through our Legacy Lifecycle Program. These customized services are intended to address one specialized topic of particular concern or interest to the client.
These services are tailored to your specific needs and desires. Here are some example topics where we can provide assistance:
▪ Investment portfolio / asset allocation
▪ Stock market investment strategies
▪ College savings options (529 Plans, ESA)
▪ Insurance needs analysis
▪ 401k / IRA investment options
▪ Buying a home versus renting
▪ Mortgage / refinancing options
▪ Career transitions
▪ Mutual fund education
▪ Money & relationships
▪ Small business start-up
▪ Real estate investing
Clients will be charged a project fee based on the nature and scope of the requested services.
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Click on one of the stages in the diagram
above to find out more.
Need help deciding which financial service
option is right for you?
Use our online tool to help you narrow the choices
OR
Sign up for a free initial consultation
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