Home Specialty Planning Services

Specialty Planning Services

As your family’s CFO, we’re there whenever any specialty financial planning is needed. If your family has any type of financial decision to make, you call us first. We’re not just here for the big stuff, but the little stuff too.

Some of the things we help figure out:

  • Education Planning
  • Buy or Lease On Cars
  • Mortgage Refinancing
  • Charitable Contributions
  • Debt Management
  • Stock Options
  • Restricted Stock
  • Employee Benefits
  • Pension Options
  • Small Business Planning
  • Comparing Small Business Entity Types
  • College Loan Debt
  • Career Change Analysis i.e. Comparing Different Job Offers
  • Voluntary Retirement Package
  • Plus many more…