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Our Clients

People who are within a few years of retirement, or are already retired.

Through hard work and accruing employer benefits, they have built significant retirement funds to complement their Social Security and/or Pension incomes.
At this point in their lives, they:

  • Want to protect their money
  • Are looking for a more favorable income stream
  • Want a lasting relationship with a trusted Advisor who knows them well
  • Require easy access to their Advisor
  • Look to their Advisor to help preserve and watch over their assets, and provide personalized advice for their ongoing financial decisions

We are specialists in researching and understanding pensions and retirement benefits. While the investment and planning choices made in retirement seem greatly magnified, our clients can be assured that we have a high level of knowledge, experience and concern to guide them. We provide objective and ongoing personal advice to navigate through today’s complex financial landscape. As our Mission Statement articulates, “We provide Financial Advice for Life.”

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Healthcare professionals

We understand the circumstances unique to health care professionals and the particular financial decisions they face, such as:
Starting a new position and understanding their unique benefits package
Investment and taxation issues for higher income professionals

  • Building a financial plan
  • Creating a retirement income strategy
  • Creating a wealth transfer plan

With over 20 years of local experience working with individual and group health care benefits, we are specialists in the unique planning needs of medical professionals. We provide objective and ongoing personal advice to navigate through today’s complex financial landscape. As our Mission Statement articulates, “We provide Financial Advice for Life.”

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Persons who have built or are actively building their net worth

The more financial success you have, the more time and effort it takes to manage it. As your wealth grows, life doesn’t get simpler, it gets more complex. Financially successful people:

  • Want to protect their assets
  • Desire to reasonably grow their money without a lot of volatility
  • Need a risk-management strategy for unexpected events that could threaten the sustainability of their wealth
  • Want to take advantage of investments that help reduce taxation
  • May need an up-to-date estate plan with a professional trustee in the event of future death or disability. Our trust administrative services are provided through The Private Trust Company, N.A., an affiliate of LPL Financial.
  • Want a lasting relationship with a trusted advisor who understands their personal concerns

We have a history of successful collaboration in working with clients who have built, or are acrively building their net worth. Commonly, we hear that the time has come for the right level of professional management of assets and planning. These are areas we specialize in. Our clients value the access they have to us, as their personal advisors. We provide objective and ongoing advice to navigate through today’s complex financial landscape. As our Mission Statement articulates “We provide Financial Advice for Life.”

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Entrepreneurs and Executives

We have a deep respect for the dedication, time and skill that it takes to build a business. We know! Growing a business is almost like raising a child. While many entrepreneurs and executives enjoy great success, they have taken on great responsibility and liability in doing so. Entrepreneurs and Executives:

  • Want to know that their money is working as hard as they are
  • Need a strategy in place to retain their key employees
  • Need a defined plan in the event of their unexpected death or disability
  • Need an established exit strategy
  • Want to build and protect their personal wealth
  • Want ongoing access to a professional advisor who keeps current with their needs and understands the changing landscape an entrepreneur or executive faces as their business matures

We have nearly 40 years of combined personal business ownership experience as well as a history of successful collaboration in working with entrepreneurs and executives just like you. Our clients value the access they have to us, as their personal advisors. We provide objective and ongoing personal advice to navigate through today’s complex financial landscape. As our Mission Statement articulates, “We provide Financial Advice for Life.”

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