Our Services
Your Success Is Our Success
We specialize in serving individuals preparing for retirement or recently retired, as well as families seeking multi-generational wealth planning. Our expertise is tailored to those with investible assets of $2,000,000 or more.
WHO WE SErve
Retirement Planning
We guide our clients through the complexities of retirement planning, helping you turn uncertainty into confidence. Together, we address your most pressing questions, ensuring you have a clear, actionable plan for this next phase of life. Common topics we tackle include:
- When you can comfortably retire
- How to create sustainable income streams
- Optimizing Social Security benefits
- Planning for healthcare, Medicare, and long-term care
- Strategies to minimize taxes during retirement
Our goal is to provide clarity and peace of mind as you navigate this exciting chapter.
Family Wealth Planning
Family wealth planning is about aligning your financial legacy with your values and priorities. We work with you to create a thoughtful plan that provides for your loved ones and supports the causes you care about most. Together, we’ll address key considerations, such as:
- Establishing wills, healthcare directives, powers of attorney, and trusts
- Preserving and distributing resources for family and charitable purposes
- Ensuring assets are allocated efficiently and effectively
- Exploring strategies to minimize taxes, including estate and gift taxes
Our mission is to provide you with a clear roadmap to ensure your legacy reflects your values and priorities.