Two-hour Consultation

INTRODUCING A TWO HOUR FINANCIAL PLANNING WORKING SESSION FOR $500.00

This is a real working financial planning session. It is ideal for those who do not want the conflicts inherent in commission based planning and do not want the expense of a complete written plan. For 120 minutes you control the agenda. We will discuss your financial planning, income tax or investment problem. It will be my job to give you as much information as I can during your two hours.

Here are some examples of what we can do:

  • College Saving Plan
  • Retirement Cash Flow
  • Life Insurance Review
  • Investment Asset Allocation Review
  • Mutual Fund Basics
  • Evaluation of your 401(k) Plan
  • Review Of Your Early Retirement Offer
  • Discussion Of Lump Sum vs. Lifetime Annuity
  • IRA Required Minimum Distributions
  • Tax Effect Of Selling A Large Appreciated Asset
  • Advantages & Disadvantages of Trusts
  • Whatever You Want To Discuss

Obviously we cannot prepare an elaborate written financial plan in two hours and we can't go into more than one or two topics. However, this is ideal for those who have one or two financial concerns and need fast and accurate information. When you call to make your appointment just let me know what our two-hour meeting will be about. If you need to bring anything, I'll let you know so we will be ready to get immediately to work as soon as you arrive. The two-hour working session is exactly that - you and I get right down to business and arrive at workable solutions to your financial concern.

If you feel two hours isn't enough or are interested in a more comprehensive financial plan, then you should ask for my one-hour complimentary consultation. We can discuss my services and fees and your needs to determine if we can work together. Unlike the two hour working session it's not intended as a problem solving session it's a get acquainted meeting.

Regardless of the level of service you need, call today for an appointment for help with your financial, tax and investment planning.

    
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