Who We Advise

Who We Advise
Our clientele extends to those from all walks of life,
and we look forward to working with you.
 

Our Clients Come First

 

BUSINESS OWNERS

If you're a business owner or even an entrepreneur, we'd imagine you may be too busy running your business to consider your personal financial matters. In order to keep your business running smoothly, as your financial advisory team, we can help keep you focus on your business by assisting you with your own finances.

As is the case with many entrepreneurs, you've probably invested your own money in your business. If this is the case, you should have a stable exit strategy at-hand in order to fund your eventual retirement. We have the resources and experience to help you create and put this succession plan into action.

However, long before you retire, your business will hopefully continue to grow, and you'll have to consider things like asset protection, cash flow management, tax planning strategies, employee retention, and insurance. We understand these provocations, and we seek to help guide you easily through them.

NON-PROFITS

There are certain needs and requirements when it comes to managing the funds for non-profit organizations, and we have the experience to work with you as your organization's wealth manager. In addition, we can assist with planned giving strategies, allowing you to fully serve your community and continue your proactive outreach.

When we meet with you, we want to fully understand your organization, how you're helping those in need, and the goals you have for your organization's future.  We truly enjoy giving back to its community, and we want to help see your organization through its successes.

PRE-RETIREES

As you begin to approach the end of your career and prepare to enjoy life after retirement, it'll be important to identify the sources of your income and consider how much you'll need your assets to generate once you've retired.

These issues are important, and we'll be here to help you address them. You'll want to determine how much of your assets to withdraw in the years following your retirement so that you'll be able live more comfortably.

In our meetings with you prior to your retirement, we will assess your particular situation. By listening to you, we can gain a deep understanding of the future you see for yourself.  Starting and formulating a plan and investment strategy will better allow us to help you grow your wealth in a manner suitable to you.

RETIREES

The main focus of your retirement will be the preservation of the wealth you've accumulated throughout your life, and we can help assist and guide you through this process. In order to help you maintain your standard of living, we can create a plan tailored to your future after retiring. This plan aims to alleviate the impact of market risk, taxes, and inflation, and it will help find a balance between both your need for monthly income and being able to assist you in making your money last for the rest of your life.

In an effort to bring this to fruition, we'll coordinate with your other professionals-both legal and insurance-to make sure you have a sound estate plan and proper insurances, and we'll review matters as Social Security and Medicare.

Your entire life has been spent working toward being able to live in good health and good wealth, and we want to ensure your plan is carried out to its fullest extent as possible.