Menu Menu

Linnard Financial Management & Planning, Inc.

Fee-Only Financial Planning and Investment Advisor

Financial 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.