Our Clients

Our clients come from a wide range of backgrounds—from young families who are enjoying early success, to professionals who are thriving in their career, to high-net-worth couples looking forward to retirement. Although diverse, our clients share an appreciation for personalized financial and investment services that consider only their best interests. When you require the assistance of another professional, like an attorney, CPA or insurance agent, we have a strategic network of professionals that we can collaborate with to carry out your needs. We’ll oversee the process to make sure all the details are taken care of, and we’ll communicate with you each step of the way so you can feel confident that your goals are being met.

Please read on to learn about some of the clients we commonly work with.

Young Professionals

Maybe you’ve landed your dream job, you’ve gotten engaged, or you want to buy your first home. You have goals, but you’re unsure how to achieve them. Most likely, you’re part of the millennial generation.

We’re passionate about working with young professionals like you. We’ve been where you are and know the issues that you face, whether it’s paying off student debt or starting a family. When you work with us, we begin the process by listening to your needs and goals—both near and long term—then offer a personalized financial blueprint that helps lay the foundation for your personal and professional success.

Some of the goals common to this stage that we help with include:

Young Professional
  • Paying off student loans and other debt
  • Buying a first home or condo
  • Budgeting and saving
  • Creating an investment portfolio

Thriving Professionals

You are established in your career and are enjoying financial success. But affluence has also meant financial complexity. Maybe you’re trying to decide when to exercise your stock options, or you’re concerned about protecting your family in case you’re no longer able to do so. You want the advice of a professional who can help you see the big picture while handling the myriad details of your wealth.

We work with you to manage and simplify your finances. We listen to your goals and needs, and study your current situation to create solutions customized for you. You and your family are busy, and our goal is to take the financial stress off you so that you can enjoy your personal and professional success even more.

Some of the goals common to this stage that we help with include:

Thriving Professional
  • Planning for children’s education
  • Determining insurance needs to protect your family
  • Evaluating tax minimization strategies
  • Buying a larger home or vacation home

Pre-Retirees

You are at the height of your career but are starting think about what comes next. Although you’re eager for retirement, you’re feeling some anxiety . Maybe you’re wondering whether you’ve saved enough to enjoy the lifestyle you dream of in retirement, or you’re wondering how much you can withdraw from your retirement plans without running out of money. You’ve gone to one of the larger financial institutions for help but were turned off by the way they plugged you into one of their client demographic formulas while charging you seemingly endless fees.

We work with you to help give you confidence about your transition to retirement. We listen to your goals for your life post-career and work with you to make those goals happen. We help you determine when the best time is for you to retire and how to maximize your income sources.

Some of the goals common to this stage that we help with include:

Pre Retiree
  • Creating strategies to maximize Social Security
  • Determining income needs in retirement
  • Maximizing retirement income while minimizing investment risk
  • Analyzing health care and long-term care needs
  • Reviewing estate plans

Get Started Working With Us

We want to work with you to make your goals and needs a reality. We offer a complimentary 30-minute introductory call where we review your portfolio and financial goals and discuss ideas to get you on track in meeting those goals. Schedule a call and find out how we can help you.