Halcyon Financial Planning provides a variety of fee-only services, including:
Free initial consultation
Financial Planning
Financial Reviews
Portfolio Advisory and Management Services
Insurance Reviews
Budgeting Assistance
Debt Management Consultation
Free 1-hour Pre-marital Financial Counseling session
You can choose to implement recommendations yourself or have Halcyon assist with the implementation of recommendations and the ongoing management of your assets. We can work in conjunction with your existing attorneys, accountants and other professional advisers, or help you focus on the important points to consider as you do things for yourself.
Halcyon does not sell financial products, nor accept commissions from mutual fund companies, brokerage firms or any third party.
