No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that covers what’s most important to you, while considering your entire financial picture.
1) Individuals and Families
We help you realize that financial planning is all about you and discovering yourself. We work with you and/or your spouse or family to strategize, plan, and implement your financial goals. We examine tax planning, estate planning, mortgage, and college savings planning.
From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation. Depending on your stage of life, chances are you’ll have a distinct approach to saving. No matter your life stage, contact us today to learn how to balance savings and investing with your other commitments.
2) Women in Transition
From making investment decisions, to dealing with divorce and separation mediation, arbitration, or litigation, to planning for life after widowhood, divorce, or separation, to assuring a secure retirement on your own terms- our experienced team is here to help.
Whether it’s the challenge of managing a career, starting a family, paying for a new home, funding your child’s education, dealing with separation or divorce, or acting as caregiver to an aging parent – we are here to help women navigate through all of those transitions safely and securely. And that’s exactly what our caring, experienced, and qualified professionals are here to provide you.
3) Business Owners
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop, and cultivate clients, and do so profitably.
Often times, business owners are too absorbed in their business to tend to their own financial needs, and they may overlook key planning considerations that could help their business grow and prosper. Business owners today must prepare for retirement with the same level of diversification recommended for any retirement plan.
Another thing for business owners to keep in mind are business succession, key employee protection, and executive compensation. We are here to help navigate the complexities of starting or owning a business.
