WHO WE SERVE
We specialize in working with successful professionals, pre-retirees and retirees. Below are some common traits we find about the clients that we serve. Sound familiar? Let’s meet and discuss how we can help!
SUCCESSFUL PROFESSIONALS
Those years of hard work and preparation have paid off and resulted in a successful career. Between work and family, your schedule is packed, and you know some areas of your life, like your personal finances, could use more attention. Your employer has offered you some great benefits like stock options, deferred compensation, restricted stock units, etc. but you’re unsure of what they mean or how to take most advantage of them. Taxes are a major expense and you’re looking for ways to optimize your current and future taxes. Protecting and growing your wealth is a key goal.
PRE-RETIREES AND RETIREES
You’ve spent most of your life raising a family, building a career, saving for retirement, and preparing for the next chapter of your life. You log into your retirement plan website and see the culmination of your disciplined savings, but don’t truly understand what that number means and how it relates to your needs for income in retirement. You’re unsure about how your nest egg will be taxed in retirement and wonder if there are strategies to reduce taxes now and in the future. Your concerned about protecting the nest egg you built but realize that you still need your portfolio to grow and provide for you for the rest of your life.
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