Consulting Services

Investor Services

  • Investment realignment services
  • Investment cost-benefit analysis
  • Investment risk-management and performance analysis
  • Life insurance cost-benefit analysis
  • Annuity cost-benefit analysis
  • Real estate investment analysis

Financial Contract Review

  • Brokerage Account
  • Financial Advisor Service Agreement
  • Life Insurance Contract Review

What We Do

  • Analyze investment, insurance, and annuity portfolios
  • Identify excessive fee hurdles and unnecessary risk exposure
  • Recommend alternative do-it-yourself investment options

What We Do Not Do

  • Sell investment products

B2B Services

  • 401(k) Compliance Evaluation
  • Business Valuation Services
  • Business Exit Strategy Services