Investment Consulting

Investment Counseling usually is a one-time engagement, typically for clients who want to consult with a financial advisor from time to time but who usually manage their own finances.

In most instances, Investment Counseling will involve one or two phone conversations followed by a face-to-face meeting to review the results/recommendations. The initial conversation is at no charge and we will provide a quote for the project fee based on the scope, time required, and resources involved at this time.

Subjects may include, but are not limited to:

• Investing in a retirement plan such as a 401(k) plan or 403(b) plan
• Investing for future educational costs for your children or yourself
• Reviewing your IRA, Keogh, and other retirement savings options
• Providing a second opinion on an investment plan or strategy, asset allocation, or other advice given by another financial advisor
• Changes in personal or family circumstances… birth, death, job change, marriage, divorce, retirement

We follow a simple process to help with these situations:

• Discuss your situation and the help or advice that you are seeking
• Review the services required and the associated fees
• Provide us with the information and data needed
• Meet to review your personalized evaluation and recommendations