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Creating Your Plan

Every client is different, every solution unique

The Wealth-Builders

We love working with clients who make great money, lead busy lifestyles, and need financial organization.  Your plan is customized to your current situation and ongoing life changes because we want you to have the best quality of life possible.  We’re happy to coordinate with your CPA by expediting e-delivery of tax documents as well as working with, or finding, an estate planning attorney for your needs.

Retirees and Near-Retirees

When saving for your big life much is really enough and how do you turn assets into income?  Frequently so much change arrives at once that the process can be overwhelming.  Our clients are often faced with rollovers, exercising stock options, reducing risk, enrolling in Medicare, and finding alternative insurance plans.   We turn big decisions into small strategic tasks.

Families & Individuals

Families and individuals have broad wealth management needs.

New family members, death, divorce, career, and economic changes all affect your daily decisions.  We co-create a plan which helps you prepare for the worst and hope for the best.  We simplify finances and allow you to focus your time where you find your greatest happiness and life purpose. 

Business Owners

We are expertly familiar with small to medium business-owner needs because that’s where we started!  Whether you’re wondering about capital financing, group benefits, insuring key employees, or valuating your business, we can help connect you with the right people to start, grow, and transfer your creation to the next generation or a willing buyer.   We help protect what you’ve worked so hard to build!

Corporate Executives

Executives often have demanding work and travel schedules.  We help evaluate your employee benefit packages, such as stock option and retirement allocations, which are vital to preparing for a successful retirement transition.  We cater to your busy schedule by offering flexible WebEx meetings and performance updates via email.  We also offer supplementary products which coordinate with your existing benefits.

Less Than Satisfied with Your Current Advisor?

Sometimes everyone needs a change or wants to explore alternatives through a second opinion.  Maybe you need better communication, a more advanced plan, tax strategies, more responsive service, or alternative investing choices.  We're happy to analyze your existing plan and explore options available in a changing industry.  We make the switch easy for you.

Reach out to us when the time is right to explore your choices. 

  • When is the best time to exercise my stock options and restricted stock?

  • How much can I spend on parental care and still support my retirement?

  • How much income can I safely withdraw and still make my assets last a lifetime?

  • How much will it really cost to send my kids to college?

  • How do I reduce taxes?

  • How much should I save for a comfortable retirement?

  • How can I get organized and understand my finances?

  • Can I afford a second home? / Should I keep my second home?

  • What can I do to protect what I've earned?

  • What happens if I become disabled?

  • How to I transfer wealth to my heirs in the most efficient way?

Schedule an intro
Zoom or phone call

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