Individuals
One of our great strengths is our ability to listen and support you through life and career. We can advise you through major life changes, such as career changes, elder care challenges, and deaths and divorces, as well as stand by you long enough to see your goals through. Working together, we’ll craft a strong, dynamic financial strategy to protect what matters most to you.
Business Owners
Oftentimes business owners are too absorbed in their business to tend to their own financial needs, and they may also overlook key planning considerations that could help their business grow and prosper. Also, the livelihood of a business owner can be imperiled when unexpected events occur that adversely affect the bottom line of the business.
Retirement - Business owners today must prepare for retirement with the same level of diversification recommended for any retirement plan. Business owners have access to a number of qualified and nonqualified retirement plan options that can provide a cornerstone for their retirement income needs. (Delete rest of this section)
Key Employee Protection - In financial planning, we are taught that our most valuable assets – our home, our ability to earn income, our cars – should be insured against an unexpected loss. It’s no different for business owners as the loss of a valuable employee or business partner could imperil the business.
Corporate Executives & Middle Managers
Climbing the “Corporate Ladder” brings with it a set of successes, financial rewards, and also pressures. We understand this environment, and work to help our clients navigate:
- 401(k) & Qualified Plan Portfolio Management
- Stock incentive Awards
- Exit Packages / Strategies
- Deferred Compensation
- Retirement Income Planning
