Retirement Planning
We plan your future around a comfortable chair, a window, and a bowl that never empties.
Includes a free sunbeam audit.
Treat Portfolio Review
Every portfolio is reviewed and then eaten. Appetite is considered a long term indicator.
Quarterly statements are printed on warm paper and chewed.
Estate Planning
Your estate will be divided between the cat, the other cat, and a third cat who is not yet in the will.
Best done before the cat finds the paperwork.