Multi Disciplinary Consulting Services

Everyone wants a retainer for thousands of dollars.  Especially when the issues facing you are immediate and significant.

Why not pay a small monthly fee, stay on top of your evolving life and try to avoid unnecessary problems?  Unlimited access for discussions, problem solving, and planning.  Monthly subscriptions are based solely on your ability to pay, and the complexities of your life .

Is your bank giving your problems?  Can't get access to your funds?  By far this issue is one that is becoming the most prevalent problem people face today.  It's not going to be easy but we can fix it.

If you are an heir of a deceased loved one you will need immediate legal advice to help you protect what is due to you.  Especially if you are not the one in charge of that estate.  Siblings and extended relatives often take matters into their own hands when they are in charge.  Build a plan to hold them accountable to you.  Let us help.

It matters not what the problem is.  In almost 3 decades we have seen it all.  Banks are a problem to deal with.  Real Estate transactions can sometimes get complicated.  Other people in your life may become the problem.  Call.  Let us help.

No one relishes having to hire an attorney for  any issue like divorce, contracts, Real Estate problems, or any litigation. It’s like walking into a forest at  night without a flashlight. Are you dealing with a family member who is in charge of an Estate?  Has someone died and you have no idea what is going on?  Call us.  We can help.

Premarital issues.  Marital issues regarding assets. Divorce, Contract, or any problem where you need a specialist in that area.  You need a a guide who knows the right questions to ask, and who can interpret on your behalf what is being said to you.  We help you find the right person before you engage with them. Let us help.

Analysis of wealth decisions affect estate planning  and taxation issues, just as real estate decisions affect tax and estate  planning issues. Wealth Management decisions require integrated  analysis and solutions. We work with each of our clients and their  trusted CPA to advise and counsel on the interconnected nature of every  issue. 

What is Tax Planning? The most important word  here is “Planning” which means it has to be done ahead of time. This  means you plan prior to selling and prior to buying stocks or real  estate. All of our Clients receive this important expertise as part of  our engagement. Let us help. 

Where do you go to find definitive information that informs the  important decisions you have to make? There is no online encyclopedia  that you can rely on. Retirement is usually something we either think  about early in life, or regrettably too late in life. No matter when,  there will come that day. What you do today and every tomorrow hereafter  will either help or hinder the comfort of that arrival one day. Let us  help you today. 

Of all the assets that define wealth, by far Real Estate  captures the mind and emotions the most. The  number of emotional, retirement related, tax, legal, and financial  issues involved can be absolutely daunting. Trust me when I say that you are unable to envision the multitude of connected issues that arise and must be dealt with. Realize that real estate is your only asset that keeps asking you for more money....Let us help.