Legal
Trust Consultation
45 minutes
Probate Consultation
45 minutes
Irrevocable Trust Consultation
45 minutes
Special Needs Trust Consultation
45 minutes
Business Creation
45 minutes
Advice
Financial Planning Consultation
45 minutes
Investment Management
45 minutes
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 $250 fee; please call the office with questions prior to booking.

45 minutes
•
$250.00
Payroll/Bookkeeping Consultation
45 minutes
Insurance
Life Insurance
45 minutes
Annuities
45 minutes
Other Insurance
45 minutes
General Consultation

General Consultations generally incur a $200 Consultation Fee; for details, please call the office prior to booking.

45 minutes
•
$250.00