Legal
Trust Consultation
Probate Consultation
Irrevocable Trust Consultation
Special Needs Trust Consultation
Business Creation
Advice
Financial Planning Consultation
Investment Management
Taxes
Tax Consultation
Appointments for Tax Preparation do not have a consult fee, only the cost of the Tax Preparation; for all other non-Tax Return Appointments will incur a $200 fee; please call the office with questions prior to booking.Payroll/Bookkeeping Consultation
Insurance
Life Insurance
Annuities
Other Insurance
General Consultation
General Consultations generally incur a $200 Consultation Fee; for details, please call the office prior to booking.