Who We Help

At every stage of life, we provide tailored financial guidance to help you achieve your goals. We commonly assist:

Business Owners

Owning a business intertwines personal planning with the complexities of your company. This can be challenging, but it can also be your greatest strength.
We help you leverage the benefits of business ownership by:

  • Designing creative benefits for yourself and key employees.

  • Aligning your philanthropic efforts with your company’s values to make a lasting impact on your community.

  • Strategizing tax decisions, balancing immediate savings with long-term tax efficiency.

  • Preparing for a smooth business transition with a solid succession plan.

  • Coordinating with your attorney and accountant to ensure everyone on your team is working toward the same goals.

Families in Transition

Life’s pivotal moments often require important financial decisions. We’re here to guide you through these critical transitions:

  • Preparing for retirement

  • Navigating marriage, remarriage, or divorce

  • Welcoming a new child

  • Facing job loss or starting a new career

  • Managing inherited wealth

  • Buying or selling a business

  • Becoming empty-nesters

  • Handling finances after the loss of a loved one

Corporate Executives

Your career fuels your financial independence, but managing benefits, stock options, and deferred compensation can be overwhelming amidst work and personal responsibilities.
We offer you:

  • A comprehensive financial plan, with clear strategies and actionable recommendations.

  • Ongoing support to keep your benefit elections updated, ensure proper asset allocation, and maximize your RSUs and stock options.

  • Peace of mind by coordinating efforts between you, your spouse, attorney, and accountant, so you can focus on what matters most.

Medical Professionals

In the ever-evolving healthcare landscape, managing your financial future while delivering exceptional care can be daunting. We understand your challenges and specialize in helping professionals like you:

  • With decades of expertise, we’re committed to optimizing your financial well-being.

  • Whether in private practice or part of a larger system, we help you maximize your benefits and business opportunities.

  • We respect your time and prioritize your goals, ensuring you receive the support you need without added stress.

  • Let us manage your financial plan, so you can focus on providing the best care without second-guessing your financial decisions.

Schedule an Intro Call

Let’s chat! We’ll answer any questions you have, big or small, and help you see if we’re the right fit for you.