Legal
Trust Consultation
Probate Consultation
Irrevocable Trust Consultation
Special Needs Trust Consultation
Business Creation
Advice
Financial Planning Consultation
Investment Management
Social Security
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
Health Insurance
Medicare Consultation
Other Insurance
General Consultation
General Consultations generally incur a $200 Consultation Fee; for details, please call the office prior to booking.