A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options.

Please note: The consultation can be done in person if local or over Zoom/Phone if needed.