Consultus

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Consultus offers fee-based financial planning for affluent retirees and business owners. Our comprehensive, five-step financial planning process is designed to help our clients develop retirement income that cannot be outlived, identify methods to reduce taxes, and implement asset protection and wealth preservation strategies. In addition, our process includes an in-depth discussion of estate distribution planning, estate tax and settlement cost analysis, and a risk management assessment. The overall objective of financial planning at Consultus is to provide our clients with peace of mind. We may not be able to solve the economic problems of the world, but we do show people how to insulate themselves against them. Our focus is preserving and protecting all that affluent individuals and families have worked so hard to accumulate.