Let’s Create the Plan of a Lifetime – Your Lifetime
We work with individuals, families, and business owners who are looking for a trusted partner to help structure and manage all facets of their wealth. Our Goal is to guide, encourage, educate, and empower them to make informed financial decisions by offering sound financial advice.
Pre-Retirees
We help our clients who are Pre-Retirees envision what retirement could look like for them. We employ various planning tools to project future sources of retirement income at various retirement ages. By examining various scenarios, we can guide our clients in creating a plan and an execution strategy to reach their goals and desired retirement lifestyle.
Retirees
Retirement is a significant milestone, where a new perspective on quality of life begins to come into focus. It is not the final destination. Accumulated funds provide our clients with opportunities for purposeful activity with family and friends as well as exploring new possibilities. Excess funds present new questions about how to leverage those funds for legacy purposes. Consideration is given to making adjustments to our clients’ plans to mitigate risk and to protect and preserve our clients’ hard earned wealth. We provide advice and guidance to our clients as they navigate this season of life.
H.E.N.R.Y.s
High Earners, Not Rich Yet clients are in the beginning stages of their financial journey. Knowledge, wisdom, and sound financial advice are of great value to our clients and have a significant impact on their current and future lifestyles. We provide early engagement in the planning process to lay down a solid financial foundation. We also offer guidance for them in making good decisions that produce positive long term results and expanded opportunities for them in the future.
Business Owners
We understand the unique challenges that are common to our clients who are business owners. Our clients appreciate the conversations we have about the time and effort that they have invested in growing successful companies. We connect them with resources to determine the value of their businesses and then we help them navigate the intricacies of monetization, liquidation, and/or succession.
