We work with people who are ready to simplify and organize their financial lives.
- They understand the success of their retirement is too important to manage on their own.
- They want a trusted partner to give comprehensive advice for all aspects of their financial life.
- They understand the value of their time, and our experience.
We work with a diverse group of clients, but have the most experience with the following:
Retired or Near Retirement
Our typical client:
- Is aged 60+ with investable assets >$2mm
- Have questions about their 401ks and/or pension plans
- Has questions about maximizing social security benefits
- Is focused on achieving a steady cash flow from their portfolio
- Has questions about health insurance and Medicare
- Wants to leave a legacy, whether to family or charity
Business Owners
Our typical client:
- Has questions about employee benefit plans and tax deferral strategies
- Is interested in business planning and eventual succession planning
- Has questions about insurance policies and buy/sell arrangements
- Would like to build other retirement assets that aren’t dependent on a sale or liquidity event
- Recently sold their business but unsure how to invest the proceeds
Recent Career or Job Change
Our typical client:
- Is aged 40-60 with combined income above $400k
- Was recently recruited to a higher paying job and wondering what to do with increased monthly cash flow
- Is unsure about options for their former 401k or retirement plan
- Receives equity and other option-based incentive compensation
- Considering 529 plans, life insurance, and estate planning
- Focused on building wealth and growing their assets
Referrals
Regardless of account size or income, we consider working with anyone directly referred by one of our satisfied clients:
- Family members
- Co-workers
- Friends
- Neighbors
- Other
We Might Enjoy Working Together If:
You Value White Glove Service
- You value a premium service and expect more
- You want same day responses to your most pressing questions
- You appreciate tailor-made recommendations and acute attention to detail
- You don't want the headaches of 1-800 numbers and call centers.
You Can Delegate
- You value your time, and our expertise
- You understand your limitations and know that the day-to-day market fluctuations are out of your control (and ours)!
- You believe in our process and have optimism about the future
- You understand results are measured in years
You Want a Long Term Partner
- You are looking for a qualified and trustworthy partner that will guide your financial decisions for the remainder of your life
- You want to hire a financial advisor that won't retire at the same time you do!
- You see value in a multi-generational team
You are Accountable
- You appreciate us checking in to make sure you're adhering to the recommendations laid out in your financial plan
- You respond to questions and other tasks related to your financial health in a timely manner
- You enjoy keeping score and tracking your progress
You Value Professional, Customized Advice
- You seek an advisor that has experience navigating clients through both bull and bear markets.
- You value working with someone that has completed some of the most rigorous levels of continuing education, such as the CFA® program
- You want to work with a CERTIFIED FINANCIAL PLANNER™ professional, who is a fiduciary and legally bound to put your interests above their own
You Realize Wealth Isn't Just Money
- You know that time is the most precious commodity
- You consider ways to be charitable and use your wealth to improve the lives of others
- You are fun to work with and grateful for your many blessings!
Lastly, here are a few companies where our clients work.
We've helped clients comfortably retire from some of these places, too!
If this sounds like you, we'd love to explore working together!
Ready to simplify your financial life?