Our Practice and Focus

Individuals & Families

The cornerstone of our practice is guiding clients facing major life transitions. The career transition or retirement, major health challenges, or loss of a loved one can be overwhelming if you are not adequately prepared. During these times, trusted advice and counsel is crucial. We take the time to listen and understand our clients most valued concerns. Our planning process provides a way to simplify our client's lives by creating a clear roadmap for their future. We value the role as Financial Adviser in this process for our clients.
 

Business Owners

Business owners are often so focused on growing a successful business that they may need help to address their own personal and family finances.

 

Our focus is to design and build financial plans for the business owners that desire to work toward maximizing their personal net worth on a tax-advantaged basis. This includes strategies for succession planning and business transition to maximize company value and business continuity.
 

Corporate Executives and Managers

Our goal is to design investment, retirement strategies and insurance plan that complement the benefits package of our corporate clients. We incorporates the Stock Options, Restricted Stock Awards, Executive bonus plans and Pension plans into our Financial Planning Process in order to potentially achieve optimal results.


  •