Our Clients

We work with clients from all walks of life, who are committed to their finances and value our working together towards their advancement. They want to build a long-term relationship and delegate managing their finances to professionals so they can focus on more enjoyable ventures and continue to grow their wealth).

In general we have found that we serve best those who

  • ARE PASSIONATE ABOUT GOALS: They do what it takes to achieve their goals; they will implement our recommendations within a short time period and realize that achieving their goals requires planning and regularly monitoring.
  • WANT TO BUILD A LONG-TERM RELATIONSHIP: They are willing to engage in an open-minded dialogue about their most desired values and goals and want to take control of their future through solid planning.
  • VALUE OUR WORKING TOGETHER: Our clients appreciate advice and guidance and see the benefit of paying for a high level of client interaction and attention.
  • ARE FINANCIAL DELEGATORS: So they can focus their valuable time and energy on the things in their life that are most important to them.
  • ENJOY CLARITY: Our clients enjoy that we keep our financial planning recommendations and investment advice easy to understand and well clarified. For investments we make sure you understand exactly what we are doing with your money.

Objectives we can assist you with may include:

Young Professionals

  • Am I saving enough?
  • Work Retirement Plan decisions
  • Children’s Education planning
  • Paying back Student Loans
  • Career decisions
  • Home purchase or sale?

Mid to Late Career

  • When can I afford to retire?
  • Career change planning
  • Social Security / Medicare planning
  • Long Term Care Planning
  • Estate Planning
  • Charitable planning

Retirees

How much can I safely withdraw from my investments?

  • What will my income be?
  • Goals in Retirement
  • Planning for health care needs
  • Estate planning
  • Charitable giving

Life Transitions

  • Loss of a Loved One
  • Going through a divorce
  • Changing jobs
  • Retirement
  • Sudden Money issues
    • Winning the lottery
    • Receiving an inheritance
    • Selling your business
    • Receiving a settlement

Corporate Executives

  • Deferred comp/stock option questions
  • Need help with 401k investments?
  • Cash flow planning for bonuses
  • Complex tax planning issues
  • Planning for retirement

Business Owners

  • Complex Business planning needs
  • Setting up a retirement plan for you and/or your employees
  • A second opinion on your current 401k and its costs
  • Dealing with growing business/income
  • Business transition planning
  • Concerns about liability exposure

International Clients

  • What to do with retirement accounts abroad?
  • International Tax planning issues
  • Estate Planning with a non-US citizen partner/spouse
  • Estate Planning with non-US resident beneficiaries
  • Dealing with income assets abroad
  • Retirement in another country
  • Correct IRS reporting issues

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