Our Clients
Corporate Professionals
You may work 10+ hour days without real-time to focus on your finances. You want to get financially organized and develop a clear strategy. You want avoid investment pitfalls, and gain access to growth strategies and opportunities. You receive stock options, or you feel vulnerable to negative tax surprises. You want to develop a plan to achieve your goals.
Do one or more of the following apply to you?
- You are earning more than ever and want to be a good steward.
- You have stock options, restricted stock, deferred compensation, etc.
- You have more than $100,000 in student loans.
Small Business Owners
Your business may be a for-profit that sells a product or service or is a nonprofit organization. The business, family, personal finances, and legacy goals are interrelated and needs to be in sync. You need cash flow management, forecasting or assistance in reducing your taxes. You want to know what are the best available options to invest short term cash.
Do one or more of the following apply to you?
- You are open to business advisory services to maximize your business.
- You want to set aside more money for yourself and allow employees to save for retirement.
- You want to ensure your business is sustainable even in your absence and wonder what an exit plan may look like.
Pre-Retirees
You have saved and invested but wonder if you have enough to stop working or semi-retire. You want to know when to take social security, potential retirement income options and tax efficient strategies. You want to know if you missed anything and if you will be okay. Once this is settled, you want to solidify your legacy, including your life's work, family, children, or the causes you support.
Do one or more of the following apply to you?
- You want to maintain your existing lifestyle during your retirement.
- You are 5-15 years before retirement.
- Do you have a favorite charity or an important cause you want to champion?