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                       Consulting
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Business Consulting: Questions and concerns over marketing, incentive plans, employee retention, qualified vs. nonqualified retirement planning, group medical, business organization, business insurance, product liability etc. Financial Consulting: What do I want to happen upon Retirement, Emergencies, Death, or Disability of myself or family members. How are my assets performing in relation to the various options available. When is the last time I had my situation reviewed? Am I headed for bankruptcy? What are my contingency plans? Should I consider Debt Settlement, Loan Modification, or other?

Real Estate Consulting – Do I buy more rental property or hold to what I have? Do I need to refinance or not? Do I need to do some refinancing to get the cash I need for other opportunities? Should I lease purchase some of my properties to potential home owners to lessen the upkeep burden? What are my options if I do a home equity loan? Can I Sell my house myself and save the real estate commissions?

Consulting is done either on a fee basis by the job or hourly. It can be done over the phone or in person. All major credit cards are welcome. Call for a quote on what you want counseling on.


 

 

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