Individual/Small Business Consulting

We serve those who intend to retire, have retired, want to maximize and stretch their estates, and for business continuation. We serve only the best needs of our clients. We use very thorough and sophisticated methods to provide planning based on needs and on income/consumption models for comparative analysis. Estate planning looks at all planning techniques to reduce taxes, maximize the estate, stretch it to future generations, and make sure things get done the way the client wants their estate to be implemented. For individuals the fee is $100 per hour. For Small Businesses, the fee is $200 per hour. We use a full disclosure contract.