Personal Financial Overview (PFO)

This analysis includes a two hour review of your personal financial situation. The PFO focuses on addressing the financial questions that are important to you. Whether you are seeking knowledge about retirement readiness, an overview of your portfolio, a review of the adequacy of life or long term care insurance, estate or tax planning questions, or education funding questions, we will analyze your situation and provide you with recommendations targeted to meet your specific goals. After the meeting, clients receive a detailed follow-up letter with reports, recommendations, and a summary. The cost for this service is $1,000. It is waived for clients with assets under management of $500,000 or more.

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