Who We Serve

Medical Doctors

While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.

Whether you're new to investing, established in your career, or planning to retire, we'll work with you to develop a financial plan that aims to help you manage your money effectively.

Families

As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.

From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.

Retirees

You've worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you've accumulated can be filled with uncertainty.

Together, we'll develop a plan that helps you accumulate wealth while you're still working, and aid your transition to a fixed retirement income.

Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.

It's easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it's time to pass the torch and leave your business, we'll be here to plan your business succession and exit strategy to help ease the transition into life after work.

Learn about our services

  • Having an estate plan is crucial in ensuring your estate is handled according to your wishes. Our estate planning attorneys can assist in drafting documents and reviewing your current situation, so your estate benefits the people and charities you care about most.

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  • It’s said that only two things in life are certain: Death…and Taxes! While death is unavoidable, taxes can be reduced or avoided with legal, ethical, and prudent strategies and planning.

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  • Retirement planning shouldn’t start at retirement; it should start well before. The biggest fear in retirement is running out of money. We help create guaranteed and tax-efficient income strategies to reduce stress and keep clients in the lowest tax bracket possible.

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  • Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations. Business owners must also effectively create products or services, manage their employees, and cultivate clients. While focusing solely on making their business profitable, business owners can miss opportunities to reduce taxes and protect their assets while also failing to plan for succession, unforeseen events, and retirement.

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  • With our personalized investment strategies focused on risk management, diversification, and avoiding short-term distractions, we aim to help you create, preserve, and grow your wealth so you can reach your financial goals.

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  • Individuals and families depend on the assets they accumulate over the years to sustain them later in life, whether in retirement or in the event of an unforeseen need. However, not everyone has the time, patience, or knowledge to best monitor and manage those assets. We can diligently manage your assets through the accumulation phase and beyond to guard against erosion, destruction, or depletion, and maximize their value in the long term.

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  • We live in a grossly litigious society, and wealthy families are the primary target of frivolous lawsuits. Protecting your assets properly can dramatically decrease the potential recovery amounts, force settlements, or eliminate frivolous lawsuits altogether.

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  • Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

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