Who We Work With
Pre-Retirees / Retirees
The 360-degree view of how to retire and what to prepare for in retirement and beyond.
Helping you answer the most common questions on your wealth journey:
- Am I saving enough? Will I have enough?
- Am I maximizing my employer's offered benefits?
- Which social security or pension strategy is best for my plan?
- How do I turn my assets into a reliable income stream?
- How can I be more tax-efficient in the distribution phase of retirement?
- Is my portfolio adequately prepared for a volatile market?
- What is your family's plan for the what-if’s in life?
What if I die too soon?
What if I live too long?
What if I were to be sick or injured? - What will my legacy be?
How do I transfer my wealth to future generations in a beneficial and tax-friendly way?
How do I maximize my donations with a charitable giving plan?
Business Owners
Our goal is to guide you along your business journey by helping you:
- Identify your value
Understand the value of your business and your state of readiness as an owner and a business - Protect your value
Be confident that you have a plan and are protected against the “Five D’s” (Divorce, Disagreement, Disability, Distress and Death) - Harvest your value
We work with your other trusted professionals to maximize value and to ensure your business transitions according to your wishes. - Manage your value
Work with our wealth coaches to develop a plan that will address your personal investment and income goals, tax efficiency, estate plan and generosity goals.
Services include: Business transition/succession, key employee retention strategies, business owner protection, buy/sell strategies, business valuations and tax optimization strategies.
Medical, Technology And Corporate Sales Professionals
Do you ever feel there is not enough time in your day? We will coach you to maximize your executive compensation, benefits, emerging trends and freeing time for personal priorities.
- Stock based compensation strategies
- Tax-efficient investing
- Creating a well diversified portfolio including liquidity needs
- Guidance through job transitions
- Navigating your benefits