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.