The clients we work with tend to have something in common: they’re believers. They believe in the meaning of a handshake, meals shared with family and friends, helping neighbors, and giving generously in the community. First up and last to bed, the clients we serve have worked hard to build a prosperous life for themselves and the people they care about. But there’s more to it than that. They want to create financial security and lasting impact for generations to come.
Sound familiar? Then we may be a good fit. We specialize in serving the financial planning needs of people who want to positively impact the world around them.
Highly Affluent Families
You’ve worked hard to build wealth and financial security for your family. However, there are complexities to stewarding significant resources. We’ll address the big questions that may keep you up at night:
- What is the most tax-efficient* way to transfer wealth to our kids and grandkids?
- Is our investment strategy structured appropriately for our risk tolerance and growth goals?
- Does our estate plan fully align with our intentions?
- How can we create a financial legacy for the organizations we’re passionate about?
Retirees and Pre-retirees
You’ve been looking forward to retiring for years. You’d like to travel, pick up new hobbies, and spend time doing things you love with family and friends. But thinking about retirement can also be stressful. We can help. We’ll address the big questions that may keep you up at night:
- When can we retire? Should we retire at the same time?
- Will we be able to maintain our current lifestyle throughout retirement?
- At what age should we start taking social security?
- What does income distribution look like during retirement? Should I consider a part time job?
For God has not given us a spirit of fear and timidity but of power, love and self-discipline.
Medical Professionals
You’ve built a successful career with a thriving practice. However, you have a demanding schedule and unique financial planning needs. We can help. We’ll address the big questions that may keep you up at night:
- What should I be doing to reduce my tax burden?*
- Given my specialty, am I adequately covered by the right disability and long-term care insurance?
- How should I balance paying off debt and saving for the future?
- What investment opportunities are available and which are right for me?
Business Owners & Executives
You have built a successful business and balance many demands: You’ve been so busy working IN your business that you don’t have time to work ON your business. We can help. We’ll address the big questions that may keep you up at night:
- What tax efficient* strategies are right for my business?
- How can I attract and retain top talent?
- What financial strategies are best for both my family and business?
- What succession plan or business exit strategy should I consider?
*This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.