Retirees and those getting ready for retirement
We specialize in retirement preparation and providing lasting relationships with those in retirement. This includes planning and strategies, portfolio management and organization, account structure and titling, legacy and generational wealth planning.
Life is busy, and sometimes it's easy to put off important decisions. Our firm works closely with people looking for a knowledgeable and experienced advisor that is an advocate on financial direction and planning.
Additionally, we assist those who are planning to take their professional life in a different direction. There are many examples of who this person is: An executive seeking to leave the corporate environment, an entrepreneur launching a new company, or a person wanting to downshift prior to retirement.
We address both wealth planning and wealth management for those wanting a careful and overarching approach in their planning.
Those seeking a financial advocate and trusted advisor
Many value an experienced and trusted advisor to guide them through financial choices. We offer personalized service and are dedicated to helping people achieve their goals. Through ongoing communication, we stay attuned to the lives of our clients. We provide an understanding of each situation, help to navigate choices and offer sound recommendations based upon the clients’ best interests.
Our educational and caring approach lends well to those in transition. We methodically share the pros and cons of choices, so people experiencing change can be comfortable in their planning.