The following services are available and billed by the hour, engagement, or project:

 

•   Educational Seminars

•   Income Tax consulting

•   Income Tax Preparation for Individuals & self-employed persons

•   Self-employed individual company benefit planning

•   Comprehensive Financial Plans excluding portfolio analysis

•   Educational Seminars for private groups or open to the public

•   Divorce asset division consulting

•   Charitable giving during a lifetime or from and estate

•   Cash Flow Analysis and debt structuring

•   Cost/benefit analysis of changing from W2 employee to contractor status

•   Etc.

 

Services available as a licensed Agent accepting commissions for products including:

 

  Insurance

•    Life

•    Disability

•    Long Term Care

•    Critical Illness

•    Air Ambulance

•    Insurance products analysis

•    Independent Agent shopping services

•   Unwanted Life Insurance Policy Life Settlement consulting

•   Fixed annuities (Based on the jurisdiction)

•   Equity Indexed Annuities (Based on the jurisdiction)