Can I just get some answers?

Sometimes you may have questions, but no interest in going through the comprehensive financial planning process. In order to meet your needs we have developed a 2 hour tune up, during which we review your concerns and propose a couple of possible solutions to help you decide on an action plan. Although there is no written report, we will include up to 2 follow up telephone calls. There is no further obligation; future meetings and updates are entirely up to you.

 

 

Let's get acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Call Today

Advice for Counsel

For over twenty five years, Financial Strategies has worked with attorneys

Read more

Taxes !! Paying too much?

Most Financial Planning firms do not prepare tax returns. We have always believed this is a mistake.

Read more

The 2 Hour Tune-up

Sometimes you may have questions, but no further interest in going through the comprehensive financial planning process.

Read more

Suddenly Single

There are points in life where everything changes.  You suddenly have responsibility for issues you never had to deal with and no idea where to turn

Read more