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.