We offer financial consulting services to provide an independent, expert opinion on specific financial-related topics of importance to our clients. We often step in to help clients who are in the process of making a significant financial decision. ​

The topics we address may include, but are not limited to:​

• Assessing a new business opportunity​

• Financing an outside investment​

• Investment risk assessment​

• Personal or institutional financial organization​

• Financial decision making and negotiation​

• Appropriate type of investment account ​

• Charitable contributions ​

• Setting up a non-profit organization​