We specialize in helping mid-career professionals, pre-retirees and retirees who are seeking comprehensive financial direction, particularly when embarking on a life transition.
MID-CAREER PROFESSIONALS
You are in the prime of your career and also busy with family and other commitments. You want a financial plan that can help you meet your current goals, such as taking care of your children and managing a mortgage, while also planning for the future, such as building a comfortable retirement and saving for your children’s college expenses.
PRE-RETIREES
You can see retirement on the horizon within the next 10 years. Before you get to that point, however, you want to make sure that you’re on the right track. You need to feel confident that you have the financial, investment and tax strategies that will help your money last throughout retirement while achieving your other retirement goals and dreams.
RETIREES
You’ve entered a new phase now that you’re in retirement, and you want to be sure that your finances can support your lifestyle. You’ve worked hard to build up a nest egg, and you want to make sure you don’t draw down your savings too quickly, increase your tax burden or run into any unexpected obstacles that get in the way of achieving your goals.