Who We Help
We help people in many different life stages, but we most commonly find ourselves working with the following:
People Faced With Change
Do you find yourself at a crossroads in life and need to make some important financial decisions? Let our team help you during this critical moment in your journey. Important transition events include:
Loss of a job or embarking on a new career
Marriage or remarriage
Divorce negotiation
Buying or selling a company
Becoming empty-nesters
Preparing for retirement
Coping with the death of a loved one
Inheriting wealth
Corporate Executives
Your career is your passion and the source of your ultimate financial freedom. But sometimes it’s difficult to juggle benefits, stock options and deferred comp choices with the demands of your job, family and community.
We understand you. When you work with us you’ll get:
A written financial plan, access to interactive planning software, a strategy for accomplishing your goals, and a list of specific recommendations for each priority in your plan.
A team of professionals who will help ensure your benefit elections are up-to-date, your assets are allocated properly, and you’re maximizing your RSUs and stock options.
Reduced stress knowing you don’t have to manage this huge project yourself. We will coordinate with you, your spouse, your attorney, and your accountant to get everyone on your team aligned.
Business Owners
When you’re the business owner, it’s difficult to separate your personal planning from the complexities of your company. You may find this to be a constant challenge.
We think it can be your biggest advantage.
Let us show you how to maximize all the perks that come with owning your own company:
Learn creative ways to provide benefits for yourself and key employees.
Pair your philanthropy with your company values to impact your community.
Should you minimize taxes today, or be strategic about saving taxes in the future? We’ll help you make sense of these two critical choices.
When it’s time to exit, are you prepared for your transition? Let’s talk about your succession plan.
We will also coordinate the details of your plan with your attorney and accountant to make sure everyone on your team is aligned.
Physicians
You’re a doctor. Perhaps your spouse is too. That means you’re smart, busy, and stressed. You’re dealing with the complexities of a changing healthcare system, managing patient outcomes, fighting for fair reimbursement— all while trying to provide top-notch medical advice.
That’s why you need us. We specialize in working with people like you.
Like you, we have also dedicated decades of time towards becoming experts in our field.
Whether you are in private practice or part of a larger system, we can help you optimize your benefits and business opportunities.
We understand the demand on your time and your conflicting goals. We won’t waste your time or your money.
We’ll manage your plan and your priorities so you don’t have to worry or second-guess yourself anymore.
Schedule an Intro Call
Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.