We treat our clients like we’d treat our family members – we want what’s best for them, so we help them make financial decisions that are in their best interest.
For our clients who are working to establish estate plans, inviting your family to join the conversation helps to smooth the transition of wealth to the next generation. We enjoy getting to know your family members – daughters, sons, spouses, and even grandchildren! Establishing relationships with your relatives and heirs is a great way for us to create a solid foundation for your estate plan and have necessary conversations about your long-term wealth transfer plan goals. We are delighted to work with any multi-generational family members as separate, independent clients.
Our team often works with women who are either single, divorced, married, or widowed. Taking ownership of your family’s finances can be daunting, but we have found that the women we work with have a clear idea of what they want and address the challenges and opportunities head-on. We feel passionate about being a consultative financial resource for women to help them take control of their finances and continue working toward their long-term goals.
Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.
