Who We Serve
Couples & Families
We work with and understand the decisions facing young couples/families as they begin to accumulate wealth. We can help answer many common questions that are unique to this generation, such as:
- How much should I be saving in my 401k/403b and what type of investments should I select?
- How should I deal with student loans?
- How do I build a strong credit score and navigate a new home purchase?
- What Is the best way to save for my child’s education?
Our services go far beyond stock picking or investment management; we offer a concierge level of support and simplify financial planning so you can focus on what matters most to you.
Business Owners
As business owners ourselves, we understand the many financial planning complexities you face every day. We can help answer many of the common questions business owners have, such as:
- How can I keep retain talent and offer competitive benefits?
- How do I start developing a stable succession plan?
- Why is it important to work with a professional when setting up a corporate retirement plan, such as a 401(k), SIMPLE, or SEP?
- Should I sell my business?
- What benefits should I offer and how much will it cost?
Our ideal clients are those that are serious about taking care of themselves and their business, passionate about education, and value the service that our professionals can offer. Reach out today and find out how we can help.
Professionals
Many of our clients are successful doctors, attorneys, CPAs, or other professionals who are excited about planning for their family’s financial future, want to make sense of retirement planning, or have questions about their taxes. We help a wide array of high net worth professionals navigate the world of personal investing and answer common questions, such as:
- Although retirement is many years away, I know I need to start planning now. How best do I start saving?
- How can I afford to send my children to college?
- I want to buy a new home or car, how best do I finance these goals?
- How do I talk to my kids about money and the importance of good money habits?
- Should mom and dad move in with us or a retirement community?
These are just a few of the scenarios we will walk through as a team and regardless of where you are today, we can help get you to where you hope to be in the future. Contact us today to get started.