A Client-Centered Approach
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.
- Retirement
Retirement is a dream for most people today. The days of working for a company for 30 years and then walking away with a lifetime pension are primarily gone in America unless you work for a government entity.
The private sector employee is responsible for funding their own retirement needs, and it requires that one start saving early and investing as much as possible. To retire, one must stop dreaming and start planning. Transitioning from receiving a monthly paycheck from your employer to depending upon your savings and investments for your retirement income is a serious matter. Coordinating distributions from your retirement and other investment accounts to deciding when to claim Social Security can be complex and confusing. A sound and measured approach is needed when preparing for retirement.
- Estate Management
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
- Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.
Our Professionals
