Financial Consulting

Provide Expertise with 1 Decision:

1. Stock or Individual Security
2. 401k/403B Allocation
   
3. Major Financial Decision
4. Social Security Filing
5. Self-Directed Account Setup
6. Power of Attorney Guidance

Services billed separately and payable by Credit Card or ACH with Advicepay.

Provide One-time Expertise on:

1. 401k/403B Consolidation
2. Trading Account Consolidation
3. IRA Consolidation
4. IRA Beneficiary Consolidation
5. Long Term Care Contract Review

Services billed by Advicepay and payable by Credit Card or ACH with Advicepay.

Provide Once-time Distribution of Account :

1. Reassignment of Account
2. Inheritance
3. Self-directed Account Liquidation
4. Employer Plan Account Liquidation
   

Services billed by Advicepay and payable by Credit Card or ACH with Advicepay.