Accumulators
Beginning and middle of their career earners who have a desire to establish a stable financial foundation. These clients typically need guidance on common financial challenges including evaluating their employer’s benefits offering, retirement plan investment options and various insurance needs, debt reduction assistance, and asset accumulation strategies including the purchase of a residence.
Successful Entrepreneurs
Life as an entrepreneur is different. Often, an entrepreneur's single most valuable financial asset is their business and the demands of the business versus the needs of the individual can at times be at odds. We meet you at the nexus of your desire to build personal financial stability and your firm's demand for capital.
Retirees & Inheritance Recipients
When you retire, you don’t bring your 401(k) statement with you to go shopping. You bring your wallet, which holds your monthly income. Income is the problem during retirement. The question is whether your income outlive you, or whether you outlive your income? For retirees or individuals who have received an inheritance, this is the critical retirement question. The answer lies in creating an income that is dynamic, rising in line or more than the rate of inflation.
Divorcees
Setting aside the emotional complexities, marital dissolutions that include the division of property comes with its own unique set of challenges. Equally as critical is the establishment and execution of your post marital financial strategy to help protect and strengthen your newfound financial independence. That’s where we can help with Divorce (and Separation) Planning.
Attorneys
Most attorneys are busy people, and many are so focused on working to earn a living that they forego the steps needed to amass the assets required for them to make working discretionary. For many, the wake-up call for planning comes when they see a colleague working well past their prime because they simply cannot afford to quit. For those who prefer to make work in their later years optional rather than mandatory, they seek the counsel of someone who has both the time and knowledge needed to organize their financial picture.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.