Client Profiles
Our clients come from a diverse background of industries and lives. They do all have one thing in common though, they want to simplify their financial lives. Here are a few examples of how we help.
Closely-held businesses: We understand the complexities of non-family partnerships and multi-generational family ownership. We can develop planning that addresses exit strategies, implementing qualified and/or non-qualified plans and buy/sell agreements.
Professional practices: We understand taking the big leap to be independent and opening/maintaining your own practice. We can develop a plan to pay down your existing debts, reduce your taxable income, establish profit share/pension plan and help you reach financial independence.
Baby Boomers: We understand you are at a point in your life were there are a lot of decisions that need to be made, sooner rather than later. We can develop a plan that focuses on not out living your money, potential inheritance from parents, long-term care and required minimum distribution strategies.
Wealth Accumulators: We understand individuals and/or families that are highly compensated, but don’t necessarily have a lot to show for it. We can develop a plan that addresses getting the maximum benefits of your company’s 401k plan, risk management, systematic investing and funding for future college expenses.
Affluent Clients: We understand you’ve reached a point in your life where not losing money may be more important than making more money. We can develop a plan that focuses on portfolio analysis, wealth preservation, estate transfer and charitable/gifting strategies.
Families with Special Needs: We understand how important it is for you to know your child/dependent will maintain the same quality of life, if you are not around. We can develop plans that address Guardianship, Special Needs Trust and lifetime care funding.
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