Do you have any concerns or questions regarding the pricing and services that we provide? Please do me a favor and use form to the right of this section to setup a phone call meeting with me. General pricing cannot be posted as each individual has different needs which is the reason we have to have a phone call meeting to discuss pricing options to meet that specific individuals needs. Please use the form to the right to setup a meeting, as pricing details will be discussed as well as other options during this brief meeting.

CHECKOUT THE OFFICIAL CALENDLY PRIVACY POLICY IF YOU HAVE ANY PRIVACY CONCERNS REGARDING THIS FORM: Click Here

If you have any other questions that can be answered by a simple email, please send an email to my work email address; by clicking here.  Thanks, and have a great rest of your day and/or night.

Generic Consultation

$450

Information! My work depends on it. Rarely am I comfortable basing a financial strategy and someone’s quality of life on estimates, guesses or historical trends. I am more comfortable with a sure thing than any maybe out there – even those less risky. I’m not a big fan of paying taxes, giving control to a bank or financial institution. What I do like is keeping your financial life private, in your control, and in your hands as opposed to anyone else’s. Unfortunately, most participants in the financial industry like it the other way around.

Initial consultations always begin by analyzing facts found within the documents you provide. Once finished, I can begin teaching you how to take back control of your financial life, protect what you have, save the right amount, pay less in taxes over your lifetime, put your money to work for you, put less money at risk of erosion, create the optimal legacy for your family, your business, and your heirs and plan for a more secure retirement where you never have to fear running out of money or income.

Coordinated Consultation

$300/hr

I get it! You have advisors that you’ve been working with for years and are very happy with the work they’ve done for you. I’m not here to fire anyone’s current and trusted team members. However, I understand that most advisors are not experts in the area of financial planning for families with special needs and how to coordinate those plans and financial strategies with benefits, Right To Work, and other social or government benefits that your child or family member may qualify for. 

I’m happy to help your current team of advisors structure your financial strategy to function the most efficient way possible to provide the highest amounts and most flexible financial resources throughout your life and theirs.

Seminar 1

Call

Financial Planning for Families with Disabled Members

Financial advice for families with individuals who have special needs is complicated and can be a daunting set of strategies to assemble. There are as many solutions as there are families, disabilities, and locations. Each requires a different set of strategies to achieve goals because each family’s resources and responsibilities are different.

We will cover:

  • All forms of protection and how each will help you leave more money for retirement and care.
  • the appropriate amount of savings
  • the best strategies to reduce taxation
  • the most critical estate documents
  • coordinating your disabled family member’s income with his or her benefits
    • What assets count as income and which do not
    • How to position assets for your family member to achieve maximum benefits, reduce taxes and create the largest funding source
  • re-positioning current assets to achieve efficiency and greater flexibility
  • creating multiple streams of income in retirement
  • creating guaranteed income in retirement that you can never outlive
  • social security options; when to begin or how long to wait
  • creating the ability to care for others long after most families are ever expected to do so.

Seminar 2

Call

Financial Planning: A Woman’s Worth, planning like a Women and according to her needs:

A Woman’s Worth is different than that of a man – even if that man is her spouse. Women earn less, work more, live longer, and are more likely to take time off to begin a family or care for a family member.

Learn how to use your worth to define your goals with a women’s-centered planning strategy that put you in control and help eliminate any financial surprises later on. Head toward your retirement with greater peace of mind, increased financial flexibility and less stress around future healthcare costs.

Seminar 3

Call

 

Financial Planning: Guaranteed Income during retirement years, planning for healthcare expenses and leaving the stress behind.

 

Would your retirement fund be okay if a market correction like 2008 or one even larger happened again? If your money lost 25% to 40% of it’s value, would you have enough to remain on your current retirement track?

 

Did you know you could protect your hard-earned money, gain more control over retirement income, stop worrying about outliving your money, eliminate some risk associated with market fluctuations, and implement strategies to reduce your taxable income and pay healthcare costs later?