Let us provide STRUCTURE and clarity

Our Project Engagements & Hourly Analysis service platform provides flexibility and range to the services we offer.  Our office can develop and present a project proposal to outline our engagement, based on your particular needs.  Outlined below are examples of common packages and services requested:

  • Retirement Projection

  • Portfolio Analysis

  • Employee Benefits Review

  • Income/Expense Planning

  • Cash Flow Analysis

  • Social Security Optimization

  • Estate Planning

  • Tax Returns