Unicorn Consulting

Unicorn Consulting provides financial planning and portfolio management services to individuals and high net worth individuals. For financial planning, Unicorn Consulting evaluates a client's financial situation, goals, and risk tolerance and provides advice on retirement planning, education planning, investment recommendations, budgeting and cash flow management, insurance and risk management, and estate planning. For portfolio management, Unicorn Consulting works with clients to create a customized portfolio that they will manage on a non-discretionary basis as requested by the client.