Client Profile

 

 

Business Owners $0-$100m Revenue (LLCs, S-Corps, C-Corps, Partnerships, sole-proprietors)

Business owners have, in a sense, two pockets: the business pocket and the personal pocket.  We work with our clients and their other trusted advisors and make recommendations that are tax-efficient and in concert with existing stragegies. We keep a keen eye on the overall plan, the long game.  We work in the areas of: key employee retention, employee and retirement benefits, sale of the business and succession planning. 

 

Working Families and Individuals $150k-$2m (w-2, investment & rental property income)

Executives typically have one source of income: their paycheck.  We work with executives and employees to ensure that they are covered for disability, premature death, and long term retirement planning and wealth accumulation.  We focus on the client's desired outcome, and long term, tax-efficient planning.  We look at ways to maximize employer benefits and fill the gaps with personal planning.  The planning process takes careful consideration as to each client's mix of assets, investment portfolios and real estate to provide options that help client's accomplish their stated objectives.

 

Retirees (total retirement income varies)

There are typically three stages of retirement: the "go-go" years, the "slow go" years, and the "no go" years.  Each stage requires a different type of planning.  Many of our clients actually work in retirement.  We help them set up tax advantaged strategies that fit with their overall plan.  Planning for as long as 30 years is challenging.  Our mission is to understand client goals and offer options for clients to meet them. Bucket list, paying for health care, and providing a legacy are among the many things we do to help our clients live with dignity. 



 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck