Consulting

Are you with an organization needing professional assistance developing a new program or educational initiative, simplifying an advanced financial planning concept?

Or are you an advisor with an advanced client case needing assistance or a sounding board to deliver the optimal outcome for your client?

Jeffrey Levine CPA/PFS, CFP^®, CWS^®, MSA, provides consulting both on an hourly and project-basis for financial companies, institutions and advisors.

Complete the contact form below with more specifics for your casework needs or project ideas to start the conversation!