Consultation

The difficulty in making financial decisions is that you often don’t know what it is that you don’t know. Asking the right questions and taking inventory of your financial position can help you make prudent decisions about your assets and long-term direction.

We are in the midst of an economic challenge unlike anything the US has experienced in at least a generation. Knowing what you have and how much you will need can enable you to make important decisions about your life and your finances.

We offer an intial 45 minute consultation. During this session you will begin to take inventory of what you have, what you need, and start to gain ideas about what to do next. This session may uncover options you don’t realize exist for you and your family. Frank Hanley has over 32 years experience working with with estates of varying size and complexity. He has a unique ability to work with business owners to identify strategies which take into account business complexity, succession, and private estate issues. This consultation is complimentary.

To schedule your initial consultation call our office today and speak to Anne (888) 499-5212. Anne will schedule a time for you to come in that works best for your calendar. If married, your spouse should also be present.