Connecting your wealth to your family’s highest priorities
Our team serves a client base with vast backgrounds, and we specialize in helping the types of people you see below. Who are you? What are your goals? How can we help?
Whether you’re starting your career, getting married soon, receiving your first job promotion – or you’re somewhere in between – you’re likely looking to make sure you’re on the path to creating long-term wealth. We are happy to provide advice on understanding where your money is going, how to effectively manage your debt, and how you can afford the lifestyle you want.
Sometimes the new additions to your life – whether it’s a home, car, or child – seem like they never stop coming, and they’re often associated with additional expenses. The responsibilities you have to your home and your employer may leave you with little time to think about your future, let alone a meeting with your financial advisor. Luckily, we’re here to help accommodate for the needs of our clients with a smile on our faces, as we’ve been in your shoes ourselves.
Marriage is often a time for gathering with family and friends to celebrate love, and it can also mean that new investment planning needs are on the horizon. After marriage, couples typically travel, buy their first house, or start a family. These new life stages, while joyous, can require new dialogue as spouses learn how to develop an investment plan that addresses their evolving priorities. We can help you develop such a plan for this phase of life.
Your family is what you cherish most, and proper income and expense planning – along with debt management – can be extremely beneficial tools in helping you provide for your loved ones. Long-term wealth planning requires diligence, and we’re here to provide you with advice on understanding where your family’s money is going now and where you want it to go in the future.
If your life has taken on a major change that will require a lot of patience and potentially some sacrifices, it’s important to remind yourself that your financial future shouldn’t be ignored. If you now find yourself managing the finances of your home, just know that we are here to listen to your questions and concerns, and help you understand what steps need to be taken to feel more confident. And if need be, we will work with your attorney and other professional advisors to gain a better understanding of what we can do to help you.
If your life has taken on a major change of this nature, your financial future should not be ignored. If you now find yourself managing the finances of your home, remember that we are here to listen to your questions and concerns, and help you understand what steps need to be taken to feel more confident. We are happy to educate you on investment matters, help you update your estate planning documents, and hopefully find clarity in a time of uncertainty.
As your parents grow older, it’s possible that one day you may find yourself as their primary care giver at a moment’s notice. If you do become responsible for the wellbeing of one or both of your aging parents, we can help you gain a better understanding of the options you have for their care and the many decisions that you may be a part of in the near future.
Your retirement is a time to see the world, check items off your bucket list, and see your family more often. Our team wants to help you with your transition into retirement and make sure it’s as fruitful and enjoyable as you’ve always wanted it to be. Your decisions now will continue to impact you, your spouse, and future generations, and we believe our knowledge of your next steps in retirement can help make that impact truly positive.
On average, women earn less per dollar than men, often take time off from work to care for others, and generally have very little extra time in their busy schedules. For some women, this can eventually leave them unprepared to reach their financial goals. If you feel apprehensive about investing, we want to help you learn about the benefits of careful planning and thoughtful investing. We believe that doing so can help you feel more confident about the financial future of you and your family.
When it comes to taxes, estate planning strategies, health insurance, child custody, medical decision-making authority, and much more, same-sex married couples have the same rights as others. But like any marriage, yours is one that should be considered carefully. We can help answer any wealth management related questions you have prior to getting married, and if your questions fall outside our scope of expertise (such as tax-related or legal matters), we can point you to other trusted professionals who can help guide you forward.
As an entrepreneur, you have likely built a business from the ground up and now have several employees that depend on you for their well-being. And as your profits potentially continue to rise, the complexity of managing the business may do the same. We are here to work with you to make sure your personal wealth is being managed effectively and your company can continue to grow.
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