Additional Services
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.
If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
FINANCIAL PLANNING
Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
PREPARING FOR THE FUTURE
Income Planning
College Planning
Elder Care Planning
Estate Planning
Let Us Help
Hiring a Consultant for Your Virginia Beach Business
Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...
Mastering Your Virginia Beach Business Phone Answering
How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Virginia Beach business finances right now. Relatedly, what are your customer service goals for this year?One customer...
Accepting Crypto Payments in Your Virginia Beach Business
First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our Virginia Beach clients went through the wringer … others had their best year yet.From a personal standpoint, I...