Who We Serve

No matter your season of life, we desire to build relationships and design strategic financial plans to help you today, and far into the future.

Individuals and Families – Prosperity and success brings with it a host of challenges and responsibilities. By understanding the dynamics of your life and financial goals, we can develop plans to help preserve and grow your wealth while helping keep your financial affairs in order. We offer guidance on education planning, family stewardship planning, retirement planning, estate and tax planning, charitable endeavors, insurance reviews, and legacy planning. You will find us to be extremely responsive and knowledgeable –ready to quickly answer any question and respond to your needs with skill and sensitivity.

Retirees – Retirement is a lifestyle change. You have worked and saved your entire life so that one day you could have the time, money and flexibility to enjoy life a bit, and focus on people and activities you’ve dreamed about for years. The last thing you want to do is spend your time worrying about how to invest your money and whether you will have enough resources to sustain your retirement goals.

We help retirees answer common questions, such as:

  • Now that I don’t have a regular paycheck, where is my spending money going to come from?
  • What is the most tax efficient way for me to spend my assets?
  • What are my options for charitable giving, both ongoing and for estate planning purposes?
  • Do I have all of the necessary plans and documents in place to effectively pass on an inheritance?
  • How can I pass on my values to my heirs and not just my valuables? – Who will make sure my spouse and/or other loved ones are taken care of when I pass?

As you transition from the accumulation phase of life to the distribution phase, we will provide guidance towards wise financial decisions that balance your desire for financial security with retirement goals, which may include travel, philanthropy, purchases, and family legacy planning.

Business Owners – Being a business owner is more than a full-time job, it’s a lifestyle choice. Those who do it well embrace every aspect of the experience and the responsibility. Many of the business owners we work with rarely take the day off, often can be found working on the weekend, and are always looking for the next opportunity to expand or diversify. That’s why it is not surprising that most business owners have a fear of relinquishing control in the most meaningful aspects of their lives- their business, their family and their finances.

We specialize in helping business owners create financial balance and purpose, driven by their own vision of the future. Business owner planning is very different than traditional personal financial planning, and thus brings to the forefront a whole new universe of financial opportunities for affective change that can drive the business, the owner and their family to new levels of financial peace of mind.

Corporations – We work with companies, school systems, and non-profit organizations of all sizes to help make sound financial decisions taking into account employees and plan participants. Plan sponsors often struggle to address the challenges of regulatory and ERISA compliance, how to properly manage fiduciary risk, and adequately prepare plan participants for retirement. We strive to deliver industry best practices, advise prudent decisions, and systematize investment oversight and vendor management.