LFM&P

  LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.

FEE ONLY FINANCIAL PLANNER AND INVESTMENT ADVISOR
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 FINANCIAL ADVICE, CONSULTING AND ANALYSIS 
 
HELP WITH A SPECIFIC PROBLEM

Occasionally we all are faced with a situation that we have never encountered before. When the situation happens to require a financial decision, it may be wise to call upon others to provide expertise, analysis and assistance. Sometimes the situation may require specific knowledge in a defined area. Other times, it may require broad knowledge or encompass several disciplines.

LFM&P is available on an hourly basis for consultation, research and analysis to provide recommendations, a second opinion within our area of competency, or to work with and co-ordinate your other advisors, such as attorneys and accountants, when the solution crosses multiple fields of knowledge.  

 

 
 

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