Retirees
Our retiree clients rely on our team to coordinate their various income sources in retirement such as IRAs, 401(k) plans, social security benefits, pensions, annuities, and income from rental properties to provide income they can depend on to pay for the lifestyle they enjoy, rising income that keeps up with inflation during retirement.
Traditional & Modern Families
We work with individuals and couples, as well as traditional, blended, and modern families to help them pursue their financial goals with confidence. We are proud to assist families with multi-generational planning, retirement planning, education funding, life insurance strategies, saving & investing, budgeting, legacy & estate considerations, managing risk, and charitable & gifting strategies.
Women in Transition
Women go through more transitions during a lifetime than most of us realize, including births, marriages, divorces, career changes, starting & selling businesses, professional development and caring for loved ones. We are here to help women through all of life’s stages and changes. We recognize women have unique responsibilities that require specific planning strategies.
Entrepreneurs, Consultants, Self-Employed, & Business Owners
Starting a business is a risky endeavor with plenty of uncertainty. Running a business takes massive amounts of time, energy and focus. Growing businesses have more taxes to deal with. Selling a business is important part of your legacy. We are here to help in each phase so you can focus on your business.
Corporate Executives, Managers, & Employees
We aim help executives and other corporate professionals maximize their benefits including 401(k) plans, group health, disability & life insurance, retirement plans & corporate benefits, deferred compensation packages, stock options, financial planning & tax management strategies to thrive now and in the future.
Legal & Medical Professionals
We realize attorneys, doctors, dentists, surgeons, and alternative health care practitioners have unique needs when it comes to running their practices, managing risk, paying for educational and professional development expenses, attracting & retaining key employees and liability protection. Our team of professionals work to craft strategies to address these unique needs.
Sudden Wealth Recipients
Whether through inheritance, unexpected windfalls, selling a business or liquidating real estate, receiving a large amount of wealth requires specific planning and strategies to manage taxes and make the most of the wealth received. This includes trust services, investment strategies, tax management, legacy & estate considerations. Our expertise in these areas can assist with managing this wealth.