Business Owners & Leaders
You have made a tremendous investment of time, money, and energy to build a thriving business. Revenue, profitability, operations, client satisfaction, employee retention, and market trends demand your attention. 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 answer the tough questions that keep you up at night:
- How should my company’s assets be positioned for growth, tax advantage, and access?
- Which investments are right for my goals?
- What financial strategies are best for both my family and business?
- What succession plan or business exit strategy should I consider?
Affluent Individuals and Families
You’ve worked hard to build affluence and financial security for your family. However, there are complexities to stewarding these significant resources. We’ll answer the tough questions that keep you up at night:
- What is the best way to transfer wealth to our children while minimizing taxes?
- Does our estate plan reflect our intentions and current tax law?
- Is our investment strategy structured to maximize growth without too much risk?
- How can I create a lasting philanthropic legacy for the organizations I’m most passion about?
Approaching or Recently Retired
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 retiring can also be stressful. We can help. We’ll answer the questions that keep you up at night:
- When can I retire? Do we have enough saved?
- Will we be able to maintain our lifestyle throughout retirement?
- When should I take social security?
- What is the source of income during retirement? Should I consider a part time job?
Ascending Professionals
You are high income-earners, avid savers, and intentionally growing investable assets. You live comfortably but aren’t swayed by lifestyle creep. With your focus on your career, you don’t have time to stay current on your increasingly complex financial situation. We can help. We’ll answer the questions that keep you up at night:
- Which strategies are most effective for reducing my taxes?
- Where should I be investing to get the greatest return aligned with my risk profile?
- What options are available for financially helping our kids with education, getting married, and their first house?
- How and when should I begin planning for retirement?
Financial Advisors and Representatives do not render tax or legal advice. Consult with a legal and tax professional for legal and tax advice that is specific to your situation.