Who We Serve

Retired or Near Retirement

Our typical client in this group:

• Is aged 60+ with investable assets
• Has questions about their 401k and how to maximize social security
• Enjoys hobbies or travel more than monitoring their investments
• Wants to leave a legacy, whether to family or charity
• Is focused on achieving a steady cash flow from their portfolio

Business Owners

Our typical client in this group:

• Has questions about employee benefit plans and tax deferral strategies
• Is interested in business planning and eventual succession planning
• Has questions about qualified retirement plans such as 401(k) plans
• Would like to build other retirement assets that aren’t dependent on a sale or liquidity event

Recent Career or Job Change

Our typical client in this group:

• Is aged 45-60 and in their prime earning years
• Was recently recruited to a higher paying job and wondering what to do with increased monthly cash flow
• Is unsure about options for their former 401(k) or retirement plan
• Receives equity and other option-based incentive compensation
• Focused on minimizing taxes and maximizing their retirement savings

Young Families

Our typical client in this group:

• Newly married or raising young children
• Ready to align investments with goals and time horizons
• Considering 529 plans, life insurance, and estate planning
• Focused on building wealth and growing their assets

Referrals

Regardless of account size or income, we consider working with anyone directly referred by one of our satisfied clients:

• Co-workers
• Family members
• Friends
• Neighbors
• Other

You Value White Glove Service

• You want a premium service and you’re willing to pay for it
• You expect same day responses to your most pressing questions
• You appreciate tailor-made recommendations and acute attention to detail

You Want a Partner

• You are looking for a qualified and trustworthy partner that will guide your financial decisions
• You see the value in a family-oriented team

You Can Delegate

• You value your time, and our expertise
• You understand your limitations and know that the day-to-day market fluctuations are out of your control (and ours)!
• You believe in our process and understand the results are measured in years

You Value Professional, Customized Advice

• You seek an advisor that has experience navigating clients through both bull and bear markets
• You want to work with a Certified Financial Planner professional, who is a fiduciary and legally bound to put your interests above their own