Throughout the course of our careers and at our practice, we’ve been fortunate to meet people from all walks of life and help them bring their financial goals and investment aspirations to the forefront. We especially enjoy working with first-generation wealth creators who need a group of experienced individuals in their corner to oversee their complex wealth management needs.

Whether you’re a corporate executive, individual business owner, or someone who has managed their money well, we are steadfast in our commitment to you and your goals. We also attend all important meetings and participate in conversations with your other professionals, including your tax and estate advisors. Our goal is to create the most complete picture of your wealth that we can. We strive to be the thread of consistency for you and your family.
pre and post retirement.png

Pre- and Post-Retirement

Retirement can mean a lot of different things for different people, but it typically involves similar life changes that require a team of professionals who can provide guidance when needed.

Whether you’re preparing for retirement or already enjoying your “golden years,” you likely need to consider the following if you aren’t already:

  • Grandparenthood – Today’s grandparents are often far more engaged in the lives of their grandchildren. Sixty-two percent of grandparents provide some level of financial support for grandchildren, from paying for athletic programs to contributing to college funds.1
  • Social Security Benefits – The decision about when to claim your Social Security benefits can be one of the most complex and important choices you will make leading into retirement. Mindy and our team will conduct a Social Security modeling and analysis to help work to maximize your lifetime benefits.
  • Income Generation – You might stop earning a paycheck and start to fund your lifestyle with the hard-earned savings you’ve amassed throughout your career. You may want to check all of the items off your bucket list while making sure that you don’t outlive your wealth, and we can help formulate this plan with you.

Your lifestyle is going to change, but those changes don’t have to control you.

1 Metlife Survey
corporate executives.png

Corporate Executives

As a seasoned professional or C-suite executive, you have made a career for yourself in a company and are working hard to increase your wealth. You’ve likely started a family and want to make sure that they are protected and that you will be able to provide for them as they continue to live their best lives. With your life potentially growing more and more complex, we can help you with:

  • Building a comprehensive plan and strategy for your wealth and your life
  • Balancing competing priorities in the office and at home
  • Establishing a tax-efficient strategy

We can also get involved with offering retirement planning services, including 401(k)s and cash balance plans for private business owners. We also offer the executive services stock options for corporate executives.
business owners.png

Business Owners

Through avenues available from our extensive internal and external resources, our team can help business owners address:

  • Diversifying wealth outside of the business
  • Question company assets
  • Company retirement plans

As an entrepreneur, you’ve likely built a business from the ground up and now have several employees that depend on you for their well-being. As profits have continued to rise, it’s likely that the complexity of managing the business has increased as well. You want to make sure your personal wealth is being managed effectively and your company is going to continue to grow. That’s where we come in, with recommended strategies designed to potentially increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.
individual investors.png

Individual Investors

  • You’ve worked, you’ve saved, and you’ve retired. $1+ million range
  • We build custom portfolios
  • We offer cash flow planning
  • We attend all clients’ estate planning meetings
  • We offer to attend tax planning meetings
  • We offer to facilitate family planning meetings
  • Quarterly or monthly reviews