FINANCIAL PLANNING

Narwhal Capital Management offers comprehensive and project-based financial planning to investment advisory clients at no additional charge.

We welcome the opportunity to add value in all areas of financial security including:

  • Insurance Reviews
  • Retirement Planning
  • Philanthropic Advisement
  • Trust Reviews
  • Monitoring of Outside Money Managers
  • Estate Planning Reviews
  • Corporate Financial Planning

And of course, the firm offers a comprehensive accounting department.

For more information on these aspects of the firm, please contact us.

Click on the “Financial Wellness Survey” below to answer a few quick questions. This 1 minute survey will give you a snapshot of your financial wellness.