Financial Planning

Fee-Only Financial Planning offers Investment planning; Education planning; Cash flow planning; Tax planning & return preparation; Insurance planning; Retirement planning; and Estate planning & return preparation. Extensive expertise in planning for older clients. In home services may be provided. There is a travel charge. 

Fee-Only Financial Planning, L.C., also provides coordinated financial advisory services for small businesses. This coordinated, fee-only financial planning process entails no product sales, commissions, or finders' fees. Because of this approach, all recommendations are developed without bias.