Fee-Based Services
Whether you want to create a 10-year plan, a full retirement plan or need help navigating and understanding an employer’s benefit package, we are here to provide you with answers and offer suggestions to assist you with making a sound, educated decision.
Additionally, we partner with physicians by working with your attorney and your CPA in a holistic way to assist you in the understanding of how you own and title your assets and investment accounts.
We offer fee based financial plan analysis to help you navigate:
- Debt management and consolidation.
- Retirement planning.
- Proper asset allocation.
- Income planning strategies.
- Employer benefit package review.
As a special consideration for clients of April Martin, we are offering an 'Hour of Power' quick start meeting at no cost, with Amy King, CFP. What you will receive is 1 hour of Amy's expert review of your current financial situation, detailing some immediate strategies that you could implement to potentially reduce your financial risk, learn about tax saving strategies, pay down or eliminate student loan debt and save more for retirement.