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.