Individuals & Families In Transition
For individuals and families experiencing transition such as the loss of a loved one, a health challenge or facing retirement. Preparation is key to preventing financial turmoil or distress during these transitions. Having trusted advisors to assist in developing the appropriate course of action can provide a measure of comfort
Women
With a deep understanding of women in transition, we help our female clients navigate divorce, widowhood, career change and retirement. Even if you aren’t currently the person who primarily manages the household finances, due to death or divorce most women will eventually be responsible for their family’s financial decision making. Whatever your current situation – single, married, divorced, or widowed – it is crucial to educate yourself on your present financial realities and plan for the future. It is never too late to start.
Young Professionals
We provide resources and education for young professionals who might not see the need for a financial plan yet. Part of our process is holding ongoing conversations about life’s milestones and what you foresee for your life- i.e. marriage, children, career change – and creating strategies to help prepare for achieving those milestones. The result is a customized blueprint to effectively and efficiently build wealth and meet goals and needs. We know many young professionals need to manage college debt, housing and still take those dream trips. With our hands on, collaborative approach we can discuss and build with a blueprint to set you on the right path.
Retirement & Business Succession
As small business owners ourselves, we know the transitions you face in building and maintaining your practice. With a comprehensive wealth management approach encompassing insurance, long term care, buy - sell agreements, retirement planning and a deep understanding of succession planning we can help you navigate through those business transitions.