As the mother of all savings goals, a successful retirement requires considerable thought and planning. We work with retirees and near-retirees to construct a financial and investment plan that includes consideration of Social Security, Medicare and health care expenses, estate planning and legacy needs as well as ongoing wealth management. By covering all the bases, you can be confident that the pieces are in place to help ensure a comfortable retirement.

Entrepreneurs face special challenges in running a business, planning for succession and ensuring their financial security. Through tax, investment and financial planning, we work with you and your advisors to help determine how best to monetize your business, shelter as much of the proceeds of any business sale from taxes as possible and create and execute a plan for ensuring the financial security of your family and future generations. 

With career advancement comes a more complex financial profile. Stock options, benefit packages, buy-outs and severance packages present challenging financial decisions that could make or break the future financial security of your family. As an experienced advisor to executives and professionals in a wide variety of industries, we can help you understand the financial, tax and retirement implications of your current situation and create and execute a plan to help ensure your future financial security.

As the employer-sponsored retirement plan universe evolves, more employees are making the decision to take control of their retirement plan investment options 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 the most appropriate equity, fixed income and alternative investments from the universe of available investment options.  

Change is the one constant in life. At a time of transition, we’re here to help you determine how to adjust your financial and life goals and create a plan to execute necessary changes. Whether your transition involves a legacy, birth of a child or grandchild, an empty nest, job promotion, employee buy-out or business succession, we’re here to act and serve 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 determine the best options for employing 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.