Back to top

Financial Planning and Consulting

We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources. We will analyze the client’s current situation, goals, and objectives and provide the best financial plan possible. Generally, planning services and consulting will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.

Please take a moment to consider our full line of services:

Financial Planning and Investments


  • Cash flow planning
  • Estate planning
  • Retirement planning
  • Tax planning
  • Employee benefit design


Management Consulting


  • Projections and forecasts
  • Business planning and valuations
  • Succession planning
  • Merger, acquisition, and liquidation studies
  • Equipment evaluations
  • Financial feasibility studies
  • Organizational structure evaluation
  • Job descriptions and classifications
  • Compensation plans