Personal and Family Financial Planning

Work with an independent fee-based Financial Advisor to create a comprehensive financial plan.

* Analyze your current overall financial situation to identify strengths and address any weaknesses

* Define and implement an action plan to achieve your financial goals (retirement, education, home purchase)

* Maximize retirement and savings opportunities

* Review and build upon current portfolio holdings

* Ensure proper financial protection for yourself and your family

* Implement active coordination with your team of trusted advisors (CPA, Attorney, Banker, Insurance Agent, Broker, etc.)

* Review/Recommend Estate Planning techniques including Trusts, Family Limited Partnerships and many others.

* Strategies specific to entertainment professionals (writers, actors, etc.)

Cost: Includes General Assessment and Organization as necessary; one-year agreements range from $1800 - $4500 depending on the situations. An initial consultation is always complimentary to determine level of need and estimate the work involved.

Other Services:

* General Financial Assessment and Organization *

* Planning for Self-Employed and Business Owners *