- Introductory Consultation | Zoom Call
30 minutes
Discover hidden financial risks and explore wealth management solutions in a complimentary 30-minute Zoom consultation. This introductory call offers a chance to discuss your financial concerns and potential strategies with a knowledgea ...
- Retirement Income Planning Consultation | Zoom Call
45 minutes
- Foundation & Endowment | Zoom Call
30 minutes
A Call to cover systemic risks.
- Annual Client Review | Zoom Call
45 minutes
- Catch-Up Phone Call
15 minutes
- Office Visit | In Person
45 minutes
In-person, visit my Napoleon, Ohio Office for 45 minutes. Please share anything that will help me prepare for our meeting.