Who We Serve
Our Clients Include:
What sets a successful business owner apart is their ability to think ahead and plan accordingly. In business as in life, we can’t predict everything, but sound financial planning puts us in the best position for growth and success over the long term. We understand the complexities of exiting the workforce when a large amount of your net worth may be tied up in your business.
Regardless of how you envision your retirement years, it is important for married couples to understand how to create a financial plan to get the most out of your retirement.
If you fall into this category you know it comes with its own set of unique challenges and concerns. We not only understand these concerns but have proven strategies that are designed to work in harmony with your specific situation.
Have you come across a large windfall and want to get the most out of it? Your inheritance has the potential to change your family tree forever—so make it count!
Diligent savers who have accumulated investment and retirement assets of $500,000 or more.
For more information on retirement plans for your business, please visit our sister site. Independent401kAdvisors.com
Our Approach
You deserve an advisor who has experience in all aspects of financial planning, including retirement income, estate planning, investments and risk management. Our advisors have years of experience in these areas and can provide sound advice based on their knowledge and expertise. Our goal is to make sure that when it comes time for retirement or passing on assets there’s no question about what should be done next – because we’ve already planned ahead so everything goes smoothly.
Our Services:
- Investments Management
- Retirement Planning
- Charitable Giving
- Net Worth Analysis
- Risk Profiling
- Estate Planning Analysis
- Tax Planning
- College Funding
- Life Crisis Guidance
- Elder Care Planning
- Social Security Optimization
- Insurance Analysis
- Employee Benefits
- Retirement Accounts
- Business Sale/Exit Planning
We help two types of clients: those who are already financially independent and those who aspire to reach a stage where they work by choice, not necessity.
A Sample of our planning objectives
"Lets understand the why before we tell you how..."
After completing a financial plan for you, we are able to confidently provide you with answers to your very real questions:
- Will my loved ones be taken care of if something happens to me?
- Can we afford the lifestyle we want in retirement?
- Am I saving enough?
- When can I retire?
- How much can I spend in retirement without running out of money?
- How should I invest to best achieve my goals?
- What types of insurance should I carry to minimize my risk exposure?
- What can I do to reduce my annual tax burden and maximize my resources.
Once completed, our plan becomes an invaluable tool in helping you stay on track with life’s big decisions.
