Who We Work With
We work with a diverse group of clients, focused on adding value where situations have become increasingly complex, specifically, established business owners, medical professionals, people preparing for retirement (or already retired), and families with significant assets.
Our clients typically come to us when their financial situations have become more complicated. This stage of life is where professional advice, investment counseling, tax, and financial planning create significant value and are clearly seen in client outcomes.
Medical Professionals
As a medical professional, you have dedicated many years and hundreds of thousands of dollars to create the career and lifestyle you wanted for you and your family. Your career is demanding and time consuming and you need to focus on your top priorities.
We work with medical professionals very closely to help them uncover opportunities, plan for their future, and manage their investments and insurance strategies so they can focus on what’s important- your practice and your family.
MAXIMIZING
POTENTIAL
Business Owners
& Executives
Business owners have worked hard to create a successful business. You have taken significant risks and made major sacrifices. We help maximize your financial potential by introducing sophisticated (but simple) strategies that mitigate risks, maximize investments, extract capital tax effectively/tax-neutral and ultimately build a solid financial future that allows you to live life on your terms.
Designing
better futures
Retirees & Pre-Retirees
Planning for retirement can be complicated with many moving parts. We help develop comprehensive plans, ensuring you do not run out of money in retirement.
When someone takes the steps to retire, their entire financial situation changes. There is no longer employment income, benefits, pensions, etc. Assets are converted and focused on generating income. This is what we specialize in; creating retirement strategies and leveraging the right solutions to ensure you don’t outlive your money.
creating peace of mind
Successful Families
Many people have accumulated wealth either through employment, inheritance, pension conversions, etc. When wealth has accumulated, managing it prudently and professionally is integral to success. Whether this is intended for retirement or to pass to the next generation, we are here to help ensure your goals become reality.
