Individuals & Families

Are you:

  • In your peak earning years
  • Career-oriented individual on the rise
  • High net worth/Ultra high net worth
  • Family with children
  • Blended family
  • Non-traditional family
  • Empty nesters

We will help you define your goals, set a plan in motion, and hold you accountable to staying on course.

Retirees

There are 3 phases to retirement: Accumulation, Distribution, Legacy. Planning for each one of these phases is critical, and the decision-making process can be daunting. Our role is to help you not just to retirement, but through retirement as well.

Business Owners

How much time do you spend in your business rather than on your business? What steps have you taken to work on yourself as a business owner? How do you take care of your employees and maintain a loyal and productive organization through competitive benefits? And, what plan do you have to “pass the baton” with your business?

Whether you are a medical professional, an owner of a successful and/or growing business, or an entrepreneur, we will help you create the financial framework so that you can prosper and meet your goals.

Educators

There are 3 components to an educator’s retirement plan: a) your State Pension, b) Social Security in some States, c) 403b or 457b plan. Our role is to provide guidance on how to integrate these components with the household finances so that we can help you build confidence for the future.