Our Clients

We are connected to you through shared virtues and values.

We are connected to you through shared virtues and values and take the time to build lasting relationships with each individual and family member to help manage your wealth to help meet your needs now and to the future. We provide trusted advice and guidance for many questions that come up, including:

  • How do I make sure my investments are aligned with my goals?

  • How much do I need for retirement?

  • When can I retire?

  • What can I do to reduce the taxes I am paying on my investments?

  • How can I plan for a career change?

  • How should I plan for healthcare costs in retirement?

  • How do I balance funding education with saving for retirement?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

Business owners are the backbone of our country and your dedication to building your firm has created one of your most important assets requiring smart strategies and solutions to help you protect you, your family and your business, now and to the future. We provide advice and guidance on many questions and situations that come up:

  • What role does the business plan in my overall wealth plan?

  • What are my businesses short and long-term cash flow needs?

  • How do I manage my restricted/concentrated equity ownership position in the company?

  • I want to retain my key employees. What are the options available for offering an employer sponsored retirement plan?

  • How will the sale or transfer of the business impact my plan?

  • Do I have the appropriate insurance coverage for my family and my key employees?

We help guide women through many different types of transitions, including death of a spouse, divorce, and career changes or helping them plan to provide for parents or special needs children. We take the time to listen and help with many questions, including:

  • Where can I learn more about investing?

  • How do I identify and prioritize my new goals?

  • How do I invest my assets to create cash flow and save for long term goals?

  • I need to retitle my assets and redo my beneficiaries.

  • What are the financial issues for settling an estate?

  • What insurance coverages do I need to protect me and my family?

  • Do I have a trusted sounding board to help me in financial decision making?

Our relationship with you is the foundation to help you plan and accomplish your goals.