I offer financial consulting services that cover a variety of needs for protecting and building your financial freedom. Some of these topics are complex. My promise to you is to make things as simple and transparent as possible, while keeping my fees very reasonable. Here is a short menu of what I am best able to help you with.

  • Portfolio Risk Review (most popular) - analysis of current and hidden risks of your portfolio. Includes initial interview and final review. Only $400-800.
  • Personalized Investment Plan (very popular) - continuation of portfolio risk review that builds a plan of action for you to achieve your goals. Includes semi-annual and annual follow-up. Only $800-1600
  • Investment Coaching Program - personal investment coaching for self-directed investors, billed at an hourly rate of $200 per hour when purchasing blocks of eight hours for the year (limit 20 clients per year with conditions).
  • 401(k) Consulting - design of 401(k) or other retirement plans for small and medium sized businesses with low cost, risk-managed, turn-key solutions.
  • Business Owner Retirement Strategies - as a small business owner myself, I understand the needs of other small business owners. I will help you design a retirement plan that fits your personal needs, business circumstances and your eventual exit strategy.

To talk to me about any of these services, please contact me and then set-up a free initial call.

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