Financial Consulting

Menu of Services

In the past Jared Cornelius has worked exclusively as a wealth advisor who managed investor portfolios and charged a percentage fee for his services. While this is still the core of his practice, it has been recognized that it excluded some individuals who need and want financial advice but have portfolios that are tied up due to 401k restrictions.

We are excited to introduce a new subscription based financial consulting program. With this new platform you can gain access to many of the benefits of professional financial advice without moving over your investment portfolio. Services you can look forward to include: