Hourly Financial Advice

bg6You may have one-off financial questions for which you would like professional advice. For this, we offer stand-alone, $200/hour verbal consultations to address particular issues. For example:

  • My insurance agent has recommended an annuity called XYZ Guaranteed. What do you think?

  • I’m thinking about refinancing my home or taking out a home equity loan. What should I consider before I decide?

  • Should I convert some or all of my traditional IRA assets to a Roth IRA?

  • I’m thinking of supplementing my core portfolio by purchasing some gold. Should I go for it?

If you are using our Financial Planning and/or Investment Management services, these types of questions may already be bundled within the costs of your comprehensive support. But when special needs arise or comprehensive support is unnecessary, Ellis Wealth hourly financial advice may be the perfect fit for you.