Financial Consulting

One-time Consultation
Provide Expertise with 1 Decision:
- Stock or Individual Security
- 401k/403B Allocation
- Major Financial Decision
- Social Security Filing
- Self-Directed Account Setup
- Power of Attorney Guidance
Services billed separately and payable by Credit Card or ACH with Advicepay.

Account Consolidation
Provide One-time Expertise on:
- 401k/403B Consolidation
- Trading Account Consolidation
- IRA Consolidation
- IRA Beneficiary Consolidation
- Long Term Care Contract Review
Services billed by Advicepay and payable by Credit Card or ACH with Advicepay.

Distribution of Assets
Provide Once-time Distribution of Account :
- Reassignment of Account
- Inheritance
- Self-directed Account Liquidation
- Employer Plan Account Liquidation
Services billed by Advicepay and payable by Credit Card or ACH with Advicepay.