Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We specialize in understanding the complex needs and situations of High Net Worth Clients. Among the services we offer our High Net worth Clients are:
Custom solutions personalized for Our clients’ unique goals
By using a third-party custodian and aligning the investments to the needs and intent of the trust, our client benefit from:
We can sit with any business or nonprofit organization and help them with their needs for cash management, endowment management, or retirement plan selection.
Through the help of our specialists and third party relationships, we can help businesses:
Much of financial literacy is about saving for retirement, but less is spent talking about distribution in retirement. We help our clients with their distribution planning and for some can have a personalized income distribution plan designed for them.
With 2 CPA’s, 2 CFP’s and a MBA on our team we can help design a financial plan for you.
firstname.lastname@example.org | (860) 973-3214