We work with people who are ready to clarify, 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 expertise.  

 

We work with people from many different walks of life, but have the most experience with the following groups:

 

Retired or Near Retirement

Our typical client is:  

  • Aged 50+ with investable assets >$500k
  • Questions about their 401k, pension, and how to maximize social security
  • Enjoy hobbies or travel more than managing their brokerage account
  • Wants to leave a legacy, whether to family or charity
  • Focused on achieving a steady cash flow from their portfolio

 

Business Owners    

Our typical client is:    

  • Generating $10-50mm in annual revenue    
  • Has questions about employee benefit plans and tax deferral strategies   
  • Interested in business planning and eventual succession planning    
  • Interested in Insurance policies and buy/sell arrangements    
  • Much of their net worth is tied to the business, but would like to have other retirement assets that aren’t dependent on a sale or liquidity event

 

Young Families     

Typical clients are:    

  • 30-50 years old with combined income above $200k
  • Newly married or raising young children
  • Focused on minimizing current and future tax bills    
  • Ready to align investments with goals and time horizons    
  • Questions about 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
  • Friends
  • Neighbors
  • Other