Individuals & Families
Prosperity and success brings a host of challenges and responsibilities. By understanding the dynamics of your life and financial goals, we can develop plans to help preserve and grow your wealth while helping keep your financial affairs in order. We offer guidance on education planning, family stewardship planning, retirement planning, estate and tax planning, charitable endeavors, insurance reviews, and legacy planning. You will find us to be extremely responsive and knowledgeable, ready to quickly answer any question and respond to your needs with expertise and sensitivity.
Retirees
Retirement is a lifestyle change. You’ve worked and saved your entire life so that one day you could have the time, money and flexibility to enjoy it, and to focus on the people and activities you’ve dreamed about for years. The last thing you want to do is spend time worrying about how to invest your money and whether you will have enough resources to sustain your retirement goals.
We help you answer common questions, such as:
- Now that I don’t have a regular paycheck, where is my spending money going to come from?
- What’s the most tax efficient way for me to spend my assets?
- How can I pass on not only my valuables, but also my values to my heirs?
Professionals & Business Owners
We specialize in helping business owners, physicians, executives and other professionals create financial balance and purpose, driven by your own vision of the future. Business owner planning is very different than traditional personal financial planning, with a whole universe of financial opportunities that can bring you, your business and your family to new levels of financial peace of mind.
Corporations & Organizations
We work with companies, school systems and non-profit organizations of all sizes to help make sound financial decisions, taking into account employees and plan participants. Plan sponsors often struggle to address the challenges of regulatory and ERISA compliance, how to properly manage fiduciary risk, and adequately prepare plan participants for retirement. We strive to deliver industry best practices, advise prudent decisions, and systematize investment oversight and vendor management.
