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Hourly Consulting Services

Hourly Fee-Based Financial Planning & Consulting Services

Whether you are seeking advice regarding a major purchase or an isolated personal or business financial issue, our fee-based hourly consulting services offer a flexible and affordable option for obtaining the advice you seek. You receive as much assistance as you need, when you need it.

DB&C Advisors’ hourly consulting services include assistance with financial problem solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. There are many potential situations in which we can provide valuable, targeted strategies, including:

  • Business Planning
  • Lump Sum Distribution
  • Inheritance
  • Divorce Settlement
  • Portfolio Asset Allocation
  • Tax-efficient Investment Strategies
  • Education Planning
  • Estate Planning
  • Debt Management
  • Cash management
  • Cost Basis Tracking
  • Major Purchase Analysis
  • Roth IRA Conversions
  • 401(k) Rollovers

Fees for hourly consulting are based upon an hourly rate which is fully disclosed to you in a formal, written engagement agreement. Contact Us to learn more.