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Who We Serve


We help successful people, and their families plan for the life they want to live. Many of our clients can easily identify with one of the four scenarios below:

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Approaching Retirement

You are considering, approaching, or entering retirement and feel it is time to be proactive about planning for a secure financial future. You likely have significant decisions around retirement income, social security, pensions, stock options, and legacy that seem insurmountable. Our deep bench of planning talent and signature process helps you prepare a plan for wealth management and income distribution. We help you understand exactly how much income you need to live the way you want and develop an income strategy to get you there.

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Wealth Builder

You may see yourself as a motivated professional with a family and find yourself trying to navigate the time commitments between the two. You feel as if your attention is divided and have concerns about missing the “target”. Through the execution of our proven process, we help clients plan for retirement, save for education, build proper asset allocations, make decisions around equity compensation, and take advantage of future tax efficiencies. We help you grow from the ground up into achieving your life’s goals.

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Business Owners

You may be at an inflection point in your business contemplating a succession plan or sale. You are committed to realizing a secure financial future. We provide expert guidance on optimizing the value of your business and transitioning with a well-designed business succession plan. You may be concerned about tax exposure and liquidity and whether the sale of your business can fully fund your retirement. It’s complex. We offer a safe place to discuss what may be on your mind and get clarity about your long-term income and financial security.

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Facing a Major Life Change

At different junctures in our lives, we face major changes, financially, professionally, or personally. The death of a loved one, loss of a job, a divorce, or an inheritance, introduce new challenges to address. We are here to help you work through the financial complexities of significant life changes. We undertake a detailed and studied review and analysis of the economic impact of your life change and recast your financial plan to align with your new situation. Collaboration continues with you to help you achieve and maintain financial independence.

Financial representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.