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!