WHO WE SERVE
We’re always here to help.
OUR CLIENTS TYPICALLY FALL UNDER INTO THREE CATEGORIES:
Accumulation Phase
We help you prepare for your opportunities and challenges at each of life’s milestones through a process that is disciplined, goal oriented and flexible to adapt as your needs and circumstances change
Retired or Financially Independent Clientele
These individuals have worked hard and accumulated a significant asset base. We know that financial independence looks different than the accumulation phrase. That’s why for this phrase, we aim to define income needs and create cash flow plans based on their specific retirement goals.
They’re typically looking into income and estate planning options. We help to establish strategy for their finances in retirement by developing sustainable income sources and set aside monetary funds for passions or family (charity, grandchildren’s college fund, etc.).
Business Owners
Through business planning we help business owners project and track growth, mitigate risk and liability, establish/review employee benefits programs, reward and retain highly compensated employees, implement tax reduction strategies, and develop business continuity and succession plans. For those owners nearing the end of their tenure, we help create and execute appropriate exit strategies.
Business owners have a plethora of options when it comes employer- sponsored retirement plans. Which plan is appropriate depends on size, cash flow and need/goals of the owner and employees. We identify all available options, educate the owner on the differences and design a plan that is tailored to his/her business.