Our breadth of knowledge and experience allows us to work with a wide array of clients. We work with everyone from pre-retirees to retirees, successful professionals to C-level executives, divorcees to widows, and more. One thing all of our clients have in common is that they make their financial goals a priority in their life.
You have worked hard to get to where you are today. Now you are less than 10 years away from your ideal retirement, and you know how important these last few years can be. You want to know if you will have enough money saved, when you should start social security, how Medicare works, and how to turn your lifetime of savings into a tax-efficient income stream. We will work with you to develop a plan that will help you answer all these questions and more. Let us help you put yourself in a position to retire on your terms.
Your strong commitment to care for your patients has allowed you to build a successful medical practice. Now you are so busy juggling the day-to-day operations that it is hard to squeeze in time to do the things you enjoy. You need a plan. We will help you develop a comprehensive financial plan and stay with you along the way to keep you pointed in the direction of your dreams so you can focus on everything else.
Your communication and leadership skills, paired with your strong desire to succeed, have helped you work your way up the corporate ladder. Your success has earned you more responsibility as well as a more complex compensation plan. We will help with your stock options, qualified and non-qualified plans, bonus payout elections, and much more.
Saving for retirement is one thing. Turning your retirement nest egg into a tax-efficient income stream that will last you the rest of your life is another. We know this transition can be overwhelming because it is almost completely the opposite of what you have been doing your entire life. We will help you develop a retirement income plan so you can continue to live the lifestyle you are accustomed to.
Going through a divorce is a very difficult and emotionally draining experience. We will be there to help you from start to finish. Once finalized, we will use this time as an opportunity to create a new financial plan focused on YOU and what you want your future to look like.
Your countless hours of hard work are finally paying off! You have built a successful business and want to make sure you are doing everything possible to maximize your profits and minimize your tax liability. As a successful business owner, you face a unique set of challenges. We understand these challenges because we are business owners ourselves. Let us help you address these challenges and help you secure your financial future.
Losing your spouse is one of the most traumatic things that can ever happen to someone. Coping with such a loss is hard enough, and then you find yourself having to take on all the financial responsibilities. We can help make the financial aspect of your life less overwhelming.
The more successful you are, the more complex your life gets. The decisions you have made throughout your life have led you to where you are today. Yet, there are still important decisions ahead that can affect you, your family, and your future. We will work with you to develop a comprehensive financial plan that can help you manage your financial future.
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