Consulting Services

We can help you with all of the following:

  • Small business consulting
  • Plan evaluation
  • Partnership/shareholder agreements
  • Stock option plans
  • Deferred comp plans
  • Advising on employment contracts
  • Late-stage college funding
  • Divorce financial settlement reviews
  • Philanthropy

In addition to serving individuals, we work with employer-sponsored retirement plans, acting as a 3(28) or 3(31) fiduciary to the plan.

Want to know more about how we can help you? Send us your question in the Contact Form at the bottom of the page.