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CSR Financial Services

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.

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