Fee-Based Consulting Services

In today’s uncertain economic conditions, increasing complex financial landscapes and changing tax laws, are you finding yourself seeking professional financial guidance? If so, our fee-based consulting service may be for you.

This service is designed to provide our clients with confidence and ongoing support. At Stone Hill Financial, our professionals tailor your consulting service to meet your unique needs and expectations without any hidden costs or surprises.

Our fee-based consulting service is based on a 1-year contract and ranges from basic financial education to more extensive wealth management planning.

The Stone Hill Financial team is committed to your financial success and we plan to be with you every step along the way!

Our Fee-Based Consulting Services include:

  • Budgeting
  • Goal Setting
  • Savings or Debt Management
  • Portfolio Investment Analysis
  • Financial Planning Strategy Development
  • Education Planning
  • Life Transition Planning
  • Tax Optimization
  • Retirement Planning
  • Estate, Legacy, or Multigenerational Planning
  • Special Needs Planning
  • Philanthropic/Charitable Planning