Consulting

We are an excellent source to use as a sounding board when faced with important financial decisions. We can provide answers to the any “What If” questions so you can make informed decisions that will best support your financial position.

Our firm is available throughout the year to provide consulting services to both individuals and businesses, including but not limited to:

  • Retirement options
  • Business strategies
  • Projections
  • Purchase/sale of a business
  • Buy/lease decisions