We deliver personalized financial advisory services to busy professionals and business owners.
As a busy professional or a business owner, you're juggling many competing priorities – family obligations, a demanding career, professional development, etc. All told, these activities and commitments occupy much of your available time and energy.
We invite you to work with us. Let us help you achieve your most important goals in alignment with your deeply held values.
We invite you to work with us. Let us help you achieve your most important goals in alignment with your deeply held values.
Summary of Deliverables
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// Planning for comfortable retirement
// Building and managing your investment portfolio(s) // Evaluating and placing the right amounts and types of insurance // Saving for your child(ren)'s college // Optimizing stock grants, 401(k) and other benefits from your work // Getting started on your estate plan or updating an existing plan* // Minimizing your income and estate taxes* // Setting up and managing a retirement plan for your business** // Protecting the value of your business from the unexpected*** // Planning for an eventual transition out of your business // Personal, unhurried, caring and responsive service |
* Since we are not legal or tax advisors, we collaborate with your attorney, accountant and/or other professionals on issues related to your tax and estate planning.
** Includes 401(k) plan, cash balance plan, defined benefit pension plan, SIMPLE IRA, SEP IRA, and nonqualified deferred compensation.
*** Includes funding your buy/sell agreement, insurance on owners and key employees, and executive benefits for key employees.
** Includes 401(k) plan, cash balance plan, defined benefit pension plan, SIMPLE IRA, SEP IRA, and nonqualified deferred compensation.
*** Includes funding your buy/sell agreement, insurance on owners and key employees, and executive benefits for key employees.