Our Practice and Focus
Individuals & Families
The focus of our practice is guiding clients facing major life transitions. The career transition or retirement, the birth of a child and college education, the major health challenges, or the loss of a loved one can be overwhelming if you are not adequately prepared. During these times, trusted advice and counsel is crucial. We take the time to listen and understand our clients most valued concerns. Our financial counseling process provides a way to simplify our client's lives by creating a clear guidance for their future. We value the role as Financial Advisor in this process for our clients.
Business Owners
Business owners are often so focused on growing a successful business that they neglect to address their own personal finances, creating gaps in their financial plans, which can have serious financial consequences.
Our focus is to design and build financial plans for the business owners to maximize their personal net worth on a tax-advantaged basis. This includes strategies for succession planning and business transition to maximize company value and business continuity.
Corporate Executives and Managers
Our goal is to design investment, retirement strategies and insurance plan that complement the benefits package of our corporate clients. We incorporates the Stock Options, Restricted Stock Awards, Executive bonus plans and Pension plans into our Financial Planning Process in order to achieve optimal results.
