We help achieve your most important financial goals in alignment with relationships and values that matter most to you.
We work primarily with:
// Small business owners and owners of professional practices;
// Highly compensated professionals and executives; and
// Recently retired, or soon-to-be retired individuals.
Our clients are committed to organizing their financial life and building a financial roadmap for their life's journey. Importantly, our clients demand that this process be done in an objective and transparent manner without sales pitch or hidden agenda. To this end, we provide holistic and unbiased financial guidance to our clients, and help them achieve their most important financial goals in alignment with people and values that matter most to them.
// Small business owners and owners of professional practices;
// Highly compensated professionals and executives; and
// Recently retired, or soon-to-be retired individuals.
Our clients are committed to organizing their financial life and building a financial roadmap for their life's journey. Importantly, our clients demand that this process be done in an objective and transparent manner without sales pitch or hidden agenda. To this end, we provide holistic and unbiased financial guidance to our clients, and help them achieve their most important financial goals in alignment with people and values that matter most to them.
Your Financial Concerns
As a business owner, you find yourself diligently working in your business but not on your business nearly enough. You also have not found time to plan for and contemplate what your life might look like after you leave your business. You ask yourself questions like: How much is my business worth? Can I grow the value of my business so I can maximize its price? Will the net after-tax proceeds be enough to support my lifestyle I want after I walk away? What kind of lifestyle do I want anyway? And so on.
Or, as a highly compensated professional, you recognize the need to find ways to lower income tax, start saving for retirement and your children's education. Perhaps you are getting started in your career with a substantial student loan balance and about to take on even more debt with a plan to buy your first house and thinking about starting a family. Or, you may be established in your career, and you want to make sure you can retire comfortably while raising a teenager and paying for your child's college education and caring for your aging parents. Perhaps you are nearing retirement. And thinking about spending down your nest egg while earning little or no income makes you nervous. You and your spouse have a family history of longevity, so you are concerned about outliving your money amid rising costs of living during retirement. |
How We Help
As seasoned and credentialed advisors, we help address your unique financial concerns by providing personalized guidance and helping you achieve your most important financial goals in alignment with people and values that are most important to you.
We provide guidance in areas such as:
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Planning for You and
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Preparing for an Exit
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Managing Life After
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