Medical Professionals

There's a reason why you are so good at what you do. You've dedicated years of your life and resources to education, residency and research. You've learned through your own experiences and from those of the most innovative leaders that have come before you. You push yourself for excellence in the spirit of helping others. The result of that level of specialization and dedication is precisely what you can expect from us as we guide you to create and execute a financial plan that will help you achieve all that you envision. Do you have questions about student loan repayment, disability insurance (overall asset protection), tax strategies, creating a defined contribution plan for your practice, starting, joining or selling a practice? How do you turn your well-deserved income into wealth? You have circumstances that are unique to you - shouldn't your advisor have knowledge that is specific to your circumstances?

 See our Medical Professional Case Studies.


Business Owners

You have chosen a path of higher risk and reward. You have likely experienced invaluable lessons along the way and are not afraid to continue to learn. Your perseverance sets you apart. As a strategic thinker, you may have questions about your personal financial goals and how they interact with your business goals and equity position. How can you best manage tax efficiencies via the entity type of your business? What is your exit strategy? Will your own goals be on track regardless of the path of the business? Considerations such as asset protection, business continuity, exit strategies and the potential for concentration risk require more advanced planning for you as an entrepreneur. As business owners ourselves, we have walked the same path in addition to helping others do the same.  

See our Business Owner Case Studies.


Independent Women

You have distinct financial realities and opportunities. You will likely live longer, spend more years in retirement, and are more likely to take time out of the workforce to tend to your loved ones. You work to achieve balance and seek to achieve a greater good in our communities. Regardless of your marital status, if you have questions such as: Will I be OK if I were to be/am on my own? How can I best provide for and protect my children? How can I achieve financial freedom? How can I learn about and be confident investing? We understand these questions and answer them everyday - even in our own lives.  

See our Women and Finance Case Studies.


Young Professionals

You are off and running! You have worked hard to receive the education and training necessary to begin your chosen career. Now that you’re embarking on this journey and (finally) receiving compensation for your efforts, it’s time to focus on developing a road map to prioritize and stay accountable to your financial goals. For many, simply defining financial goals is a thoughtful exercise, and perhaps you are now jointly doing so with a partner and family in mind. Are you challenged with the balancing act of saving for the future, paying down student loans or simply having fun now? Are you wondering if you should rent or buy a home? What about Roth 401(k)s and Roth IRAs, life insurance, or advanced degrees? This is a busy, exciting and important time of life to make wise decisions to secure your financial future. You won't get a second chance to make sound decisions now that will provide you with more freedom and opportunities for the rest of your life. We can provide objective guidance for your decisions as you manage your cash flow, debt management, goal planning and investments.


Mid Career Professionals

When did life get so complicated? Mid-career years are typically decorated with a variety of consequences (good and possibly some less good) of choices and circumstances from our earlier years. You may be balancing career opportunities, children and parents needing assistance. Most characteristic of these years is the fact that there seems to be a lack of time to address it all. Are you wondering when you might be able to reach your years of financial freedom? Are you balancing near-term goals, children’s education, mortgage(s), asset protection, your health, tax efficiencies and investments to your best advantage? Will your family be in good stead long-term? Knowledge is power. We can help you answer these questions, create a plan and execute that plan with you while you are off attending to the activities of these incredibly busy and rewarding decades.


Retirees or Near Retirees

You made it. You are wiser now than ever before and are ready to redirect some of your energy to a different focus. This is an ideal time to reflect upon your goals and to reconcile them with your financial position. Typical questions during this period include: Should I downsize my home? What about a second home? How much can I travel? What about my philanthropic goals? How will my health and healthcare costs affect my retirement years? How can I best support my family and legacy? How will I spend my time? What is the optimum strategy for maximizing social security? Are my estate documents (legal and ethical) in good order? Few of these are simple questions – we can help provide objective numbers, plans and options as you set the stage for these rewarding years.