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Disclosure

Special Issue Consulting


As part of our financial planning service, we further serve clients by consulting with them on financial decisions that may arise and which were not specifically anticipated when their plan was prepared or last reviewed.  Examples (not meant to be all inclusive) may include home financing and refinancing strategies, auto purchase and finance decisions, rendering financial assistance to family members.  Once the financial planning process in under way in your life, you will find Heling Associates is in an excellent position to help you research relevant factors in such issues and make decisions that are consistent with the balance of your financial plan.  Think of your financial plan as the framework for future financial decision-making.  New issues merely need to be fit into the framework.  That’s why we’re here.


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