Based upon information provided by the client, cash flow and net worth statements are prepared, long-range projections are calculated based upon current circumstances, and recommendations are made based upon those projections. Insurance protection is analyzed and recommendations are made based upon that analysis. All this information is then compared to show you where you are now and where the recommendations will take you on the road to financial security. This service is most valuable to individuals prepared to implement a long-range financial plan to carry them on the road to college expenses and retirement.

Subsequent Office Visits $ 25.00

Formulating a Financial Plan $ 85.00 per hour*

*any commissions earned from implementation of the plan will be credited toward fees.