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Who We Serve

Each of our clients has unique needs, yet they share certain traits. They work with us because they appreciate the comprehensive wealth management services we offer. They value the in-depth conversations and other communications that help us get to know them at a deeper level. And they like the proactive monitoring and advice that anticipates the transitions in their life for increased peace of mind.

Though our clients are diverse, we have expertise with the following areas:

Nearing Retirement or in Retirement

Whether you see retirement on the horizon or you have already retired, you want to know that you can enjoy the retirement you have long dreamed of. We offer retirement planning to help you navigate your retirement with confidence. Your comprehensive plan will include projected income and expenses, investment portfolio goals, Medicare options, Social Security optimization, debt management, tax planning, estate planning, and insurance recommendations.

Tax-Conscious Investing

With our deep expertise in tax planning, we provide ongoing monitoring for ways to minimize taxes and maximize income. As a client, you will receive ongoing tax planning, and the strategies we may recommend will be tailored to your situation, from Roth conversions to stock option planning.

Seeking a Financial Partner

We help people who are planning for the future and want the financial, tax, and investment expertise of a professional to help ensure they stay on track. We will help you navigate the path to your goals, even when those goals seem to compete, such as the need to save for retirement and the desire to fund your children’s education. We will provide holistic financial planning that helps you achieve your multifaceted goals and gives you confidence that you and your family will be fine.

Bridging Life’s Transitions

We provide compassionate, comprehensive financial planning for people who are experiencing a major life transition. If you have recently experienced a major life change such as the death of a family member, a separation or divorce, a career change, business sale, or an inheritance, you may be feeling trepidation about the future. As your financial partner, we will provide in-depth financial planning to bridge the transition and lead you onto a path of financial wellness.