WE CAN HELP YOU PLAN FOR YOUR FUTURE TODAY

A successful retirement takes considerable thought and planning. We work with retirees and near-retirees to build a financial and investment plan that considers Social Security, Medicare and health care expenses, estate planning and legacy needs, and ongoing wealth management. By covering all the bases, we aim to help you feel confident that the pieces are in place for your retirement.

Entrepreneurs face special challenges in running a business, planning for succession and protecting their financial security. Through tax-aware, investment and financial planning, we work with you, your CPA and your attorney to evaluate how best to prepare for a sale or transition, plan for the tax impact of any business sale, and create a plan that supports your family and future generations.

With career advancement comes a more complex financial profile. Stock options, benefit packages, buy-outs and severance packages present important financial decisions that can affect your family's long-term financial security. We work with executives and professionals to help you understand the financial, tax and retirement implications of your situation and to build a plan that supports your future financial goals.

As employer-sponsored retirement plans evolve, more employees are choosing to take control of their plan investments through a self-directed brokerage account option available in their 401(k), 403(b) and 457 plans. We can work with you to help define your retirement goals, create an asset allocation strategy and select equity, fixed income and alternative investments from the available investment options.

Change is the one constant in life. At a time of transition, we can help you adjust your financial and life goals and create a plan to carry out the changes. Whether your transition involves an inheritance, the birth of a child or grandchild, an empty nest, a job promotion, an employee buy-out or business succession, we're here to act as your trusted partner.

Whether you've recently lost a spouse or are single through divorce, becoming single again is an incredibly stressful financial and life experience. If you are in the process of divorcing or are newly divorced, we can help you evaluate your options for using your share of the division of assets. If you are a widow or widower, we can help you manage your finances and investments and create a plan based on your current needs.