One Time Projects

Will I ever be able to retire? Are my investments doing what they are supposed to? I can complete a specific project for you to look deeper into an issue you are dealing with. After we discuss the parameters of the project, I’ll provide you with an estimate of what you can expect  for the total cost.  Some of the one-time projects that I perform include:

  • Retirement Projection
  • Review of Current Investments
  • Establish Investment Policy Statement
  • Set up Appropriate Asset Allocation and Investment Plan
  • Review Sufficiency of Life Insurance
  • Tax Returns

What can you do for me?

Answer Questions                   One Time Projects                  Recurring Projects

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