Who we Serve
Executives
Corporate Executives tend to be leaders with big goals. Executives are disproportionately exposed to the fortunes of their employers and industries, and thus, effective financial planning for corporate executives requires an understanding of their unique traits. Tax planning around equity incentives, deferred compensation, and retirement plans is especially important. Our executive clients appreciate working with us because they prefer the expert guidance of a third party when planning for their financial future, but they also want to remain directly involved.
Physicians
You’ve got a lot on your plate. We can help. You’re a doctor forever…but that shouldn’t mean you have to work that long. Financial freedom doesn’t happen overnight – it takes time, consistent energy, and methodical effort. Working with an advisor who is well versed in financial planning for physicians can help navigate the unique needs of a physician’s career and put you on the path to retirement.
Entrepreneurs/Business Owners
Entrepreneurs/ Business Owners
You started a business because of an entrepreneurial spirit and a passion for success. That same spirit also brings an inherent risk to your personal financial goals in that your personal net worth is most likely exclusively tied to your business. A comprehensive financial plan can help mitigate that risk. We partner with business owners to develop a plan to maximize retirement contributions, take care of your employees through a group benefit package, review personal and professional insurance needs, and ultimately work to create an exit strategy or succession plan.
Retirees
Clients have spent most of their life in a wealth accumulation mode. Now it’s time to transition to a preservation and distribution mode. It shouldn’t happen the day you retire. We work with our clients for many years to prepare them to enter retirement with a proven plan. They have confidence in their financial plan because we’ve modeled and stress tested their portfolio so they can retire with confidence and with peace of mind. We help them coordinate their medicare benefits and make sure they’ve addressed the risk of long term care expenses. We ensure their estate planning is in good order and any legacy or philanthropic planning has been accomplished. Go enjoy your retirement – we’ve got this!
Community
YMCA TROUT LODGE/CAMP LAKEWOOD
BOARD MEMBER
YMCA Trout Lodge & Camp Lakewood provides campers of all ages and socio-economic backgrounds positive role models and safe challenges that a week of resident camp has in abundance. Children make life-long friends, discover new activities and challenge themselves beyond their comfort zone to realize their full potential. Camp is a safe environment for children
to explore and try new things with plenty of support staff and friends to encourage them along the way. We don’t turn any campers away due to parents’ inability to pay. We also serve more than 35 special needs groups. Many of our camps include the entire family, because an illness or disability doesn’t just affect the one – but the whole family. Our groups include those affected by cancer, HIV/AIDS, Crohn’s Disease, asthma, missing limbs or parts of limbs, visual Impairments, diabetes, epilepsy, developmental disabilities, hemophilia and more. Their illnesses can be debilitating and often life-threatening. There is also our Concerns of Police Survivors, for family, friends, co-workers affected by the loss of a police officer killed in the line of duty. Disabled Veterans come for four days of adaptive sports programs. The list goes on and we welcome people of all abilities.
SCOUTS BSA
ADULT LEADER
The purpose of Scouting is to encourage the physical, intellectual, social, emotional and spiritual development of young people so that they take a constructive place in society as responsible citizens, and as members of their local, national and international communities. I’m proud to have been an active adult leader for the past five years in support of the Scouting program.