What if you have an acute Financial Question and you need someone to provide an independent evaluation or just need to get the ball rolling? For those instances, we provide our Financial Urgent Care.

Together we tackle 1-2 of your most pressing needs. I will follow up with actionable written recommendations to help solve your problem. Some areas that we can assist with include:

• Social Security optimization
• Give You a Second Opinion on Your Current Investment Portfolio
• Provide Cash Flow Planning including Establishing a Budget or Debt Reduction Plan
• Help with Business Succession Planning
• Insurance analysis/planning
• Make Recommendations for Business Retirement Accounts
• Provide Employee Investment Education
• Conduct a Pre-Retirement Checkup
• Help with Tax Strategies

The fee for service provided under Financial Urgent Care is offered at $150.00 per hour, assessed in six-minute increments. This fee may be negotiable.