Services
Educational Consultation
Description:
This service is available to those seeking general or specific financial information, knowledge or second opinion. The purpose is purely to answer questions and to help others better understand financial matters, investing, markets, financial products, etc.
Recommended for:
Individuals who are just beginning or wanting to begin investing and need some direction or who are wanting to learn more about a financial subject.
Individuals who have financial questions but do not have access to another financial professional.
Cost:
$150 for up to a one hour phone consultation.
$250 for up to a one hour in person consultation.