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AVAILABLE SERVICES
Reports, Consulting, and Testimony

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ONLINE 1111B ANALYSIS

User Friendly Online Analysis for your planning and to share with others, controlled by you available anytime day or night.  Priced by the hour or by the case

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REPORTS

Semi-custom, written reports with detailed explanations for you and your clients.  Reports to explain the use and effects of the election or compare possible repayment terms.  Flat fee charge

Working with Financial Documents

CONSULTING

Personalized services to help you with the 1111b election.  Plan structuring?  Complicated repayment terms?  Odd collateral?  We can help.  Hourly charges

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TESTIMONY

In-person or online testimony by an experience financial professional with substantial testimony and 1111(b) experience.  Hourly charges

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