Estate Planning Basics

CSR Financial & Legal Services help you achieve your financial goals by reviewing your existing picture, providing a series of recommendations and assist you in take the right steps, whether you want issue-specific advice on a one-off basis or comprehensive ongoing support. When possible, I try to sell flat fee services, although more complex matters require hourly billing.

Although I don’t sell insurance or investments, I have a network of experts who will pay me referral fees that I will use to discount or eliminate what I charge you. That means you can still hire me as a traditional fee-for-service planner who you pay directly or, if you work with anyone in my network, you can potentially get two experts for the price of one.

Read more about my services.