Who Are Our Typical Clients?

We serve many different clients, each with specific and unique long-term goals and issues.

But our clients share some common threads:

  • They have a desire to create a better financial future for themselves and their families.
  • They are interested in a long term partnership with an advisor
  • They want an advisor with an objective viewpoint who can guide them to their financial destinations.

Our clients know that their goals will be the focus of our relationship. Our experience assures we can competently plan for your future.

Some examples of the clients we work with:

Caring for your future

You spend your days taking care of others – worrying over patients, talking with families, and working long hours. You are the consummate professional who others come to for advice and care when their health depends on it. Why not turn to someone with a high level of expertise for the advice and care of your personal and professional finances?

Out of our entire client base, many are medical professionals, providing us with intimate knowledge and in-depth experience in dealing with the unique financial needs of those in the medical community.

Most importantly, we provide you the same confidential and personal attention to your financial matters as you do to those in your trusted care.

Reaching for their goals.

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Accumulation refers to the process or phase in life when you are growing your assets.
Whether you are young and moving up in your career or more established in life, you have your goals. You know where you want to be in 5, 10 or 15 years, and we have the experience, knowledge and expertise to help you achieve your vision.

You may have competing demands for your financial resources. We can provide strategic planning advice, help you allocate your financial resources and implement carefully planned accumulation strategy. We can provide you with detailed reports to give you an accurate snapshot of your financial picture and your accumulation progress. As things change over the years, we monitor your risk tolerance level and make adjustments as required to respect your lifestyle and vision.

Improving their retirement experience.

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As a financial planning firm, there is nothing we enjoy more than helping clients celebrate retirement – no matter how they plan to enjoy it. Whether the dream is to play golf or to embark on an encore career, guiding them through good financial decisions both before and after retirement allows our clients to concentrate on what is really important – living their lives to the fullest.

We focus on all aspects of your retirement - from advising you on how to manage your 401(k), IRA, and related distributions, to helping you determine the best time to begin taking your Social Security benefits and reviewing your options for medical and long-term care insurance.

In all, we offer you a comprehensive array of services and the support and expertise of an experienced team that can help take the guesswork out of the process and help you focus on making your aspirations for retirement a reality.

Celebrating your life

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On average, an American woman can expect to live on her own financially about one-third of her adult life. So when it comes to establishing a plan for financial security, you need someone with the expertise and experience to help you make informed decisions.

We will talk with you to gain an in-depth understanding of your current position and circumstances. We listen carefully, taking your goals, values, and risk tolerance into account to develop a strategy that is right for you.

If you are an independent woman who has accumulated wealth, you may wish to carefully consider the financial impact of entering into a relationship.

If you are a Breadwinner Mom and children are a part of your life, you may be concerned about future tuition and college expenses.

We have helped many women navigate through all the issues a single woman can face. We have seen many gain new confidence as they took control of their finances and set positive, attainable goals for themselves.

Finding a better understanding of their financial position

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Separation, divorce or the death of a spouse is a significant life adjustment and leaves little mental space to sort through financial considerations. Guidance is imperative when dealing with finances leaves little energy for rebuilding the self.

We help newly single women living through separation, divorce, or the death of a spouse reorganize their finances accordingly. We provide expert advice, support in decision making, and the tools and techniques for going forward.

We employ a team approach to ensure your needs are properly met, and your questions are answered to your satisfaction. Your team can involve not only members of our staff, but also family members and outside trusted advisors, such as your attorney, accountant and banker.

Your care and well-being are our ultimate priority. We will make sure the proper resources, both personal and professional, are available.

Maximizing the benefit of owning a business

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Owning a business – whether just starting out or established for many years – can be a fulfilling and rewarding experience. Business owners have unique responsibilities that non-business owners do not.

Small business owners take all the risks to invest in and build their business. They’re left on their own to grow the business in the face of a tough economy, navigate to a stress free retirement should their business succeed, and take care of their family should disaster strike.

We specialize in helping you efficiently integrate your personal and business financial planning. We work closely with small business owners to cover the four possible transition stages for any business owner: retirement, sale, disability or death. We will show you how to position yourself for a profitable exit, while also protecting your family.

We not only understand the unique financial needs of small business owners, but also the special lifestyle concerns of those whose lives are often unequally divided between family and business. Our goal is to help you create efficiencies in your financial planning that enable you to better leverage your time and simplify your life.

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