Virtual Advisement
Comprehensive Financial Planning, Elder Issues, Long Term Care, Estate Planning (Wills, Trusts etc), Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Business Succession Planning, Sudden Wealth ( Inheritance, Lottery etc), Taxation, Employer Group Benefits
Advice-only CERTIFIED FINANCIAL PLANNER professional able to work with clients throughout the US through virtual engagements. Assistance with organization, budgeting and cash flow, portfolio review, investment management, estate planning, tax planning, IRA conversions and 401k/403b rollovers, planning for financial independence and retirement. No requirement to open an account or move assets. No upfront fee, no long-term commitment, no termination fees.