Retirees
The good life you worked hard to achieve in retirement poses a fresh set of concerns. Outliving your money. Inflation. Healthcare costs. Market crashes. A smart financial plan devised specifically for this time in your life can help safeguard your wealth and lifestyle, so you can actually enjoy retirement living.
Business Owners
Your business demands a complete commitment of financial and sweat equity, as well as your most valuable resource - time. And time is what we can return to you, by taking on the burden of planning for your personal financial future. Let us do the work of coordinating with your CPA, banker, attorney and other professionals involved in your business, to keep your personal finances on target with your retirement goals.
Physicians
Most doctors actually have a negative net worth until established in their specialties, and even then, their high income is weighed down by student loans, insurance and the costs of operating a practice. We understand your unique situation, and through our collaborative process, we’ll develop a solid financial plan structured for your specific needs and goals, regardless of whether you’re in residency or nearing retirement.
Professionals And Their Families
As you focus on your career and caring for your family, we’ll focus on the complex details of managing your financial life, such as saving for college and preparing for a comfortable retirement. We can help you by providing clear guidance and actionable solutions to address the issues you can anticipate over a lifetime.
Women In Transition
Women make up half the workforce, yet events such as divorce, loss of a spouse or even the economic impact of a pandemic have a disproportionate impact on their financial well-being. Our compassionate approach for assisting women through major life changes begins with listening to understand the issues, then offering solutions for moving forward on a solid financial footing.