People differ in their need for financial advice. We try to accommodate those differences by offering a combination of fee-only financial planning, financial counseling and portfolio management. We work solely with individuals and offer a friendly, boutique environment. We sell no financial products as we feel that to do so would compromise the fiduciary nature of the relationship we have with clients. Specific services offered include:
- Comprehensive financial planning
- Retirement planning
- Investment planning
- Strategic income tax planning
- Personal risk management planning
- Estate planning
- Planning for special goals
- Special issue consulting
- Discretionary portfolio management
Fees arrangements are flexible and include negotiated annual retainer fees, hourly fees, or a combination of the two.
©2024 Heling Associates, Inc. All rights reserved.