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Hourly Model

For working professionals that need help with financial decisions and planning, including:

  • Investment analysis and recommendations for outside accounts (401k, 403b, IRA, Roth IRA, etc.)
  • Budgeting
  • Group benefits analysis
  • Retirement planning
  • Student loan analysis
  • Risk management gap analysis (life insurance and disability insurance)
  • Education analysis for those with children
  • Planning for a major purchase (new car, house, etc.)
  • Sudden wealth (inheritance)
  • Beneficiary review
  • Charitable planning

You will also have an online portal that provides you with on-demand access to your financial picture all in one place to monitor your account activity, track progress toward your goals, evaluate spending, and much more.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help you know the recipe for success in retirement.