We Help Those Who’ve Made It, Keep it™
We are a holistic planning firm focused on creating unique and tailored solutions to help you reach your very personal financial goals. Our clients want to minimize taxes, protect the value of their investments and generate income while in retirement. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Who do we serve: We have specialized knowledge and experience in serving 3 types of clients.
- Individuals who are approaching or are in retirement;
- Highly compensated executives, professionals, business owners; and
- Married couples with children.
What is unique about us: We have a unique approach in that we help people find money they are currently losing unknowingly and unnecessarily.We have intellectual capital amassed over 30 years of serving clients with unique solutions and implementation of financial strategies. We have been through the big ups and downs of the market and understand how to help protect our clients and their wealth.
Benefits of working with our firm: We help our clients reach their very personal financial goals. Often this includes helping clients
- Develop solutions to minimize taxes;
- Protect the value of their investments and wealth; and/or
- Develop strategies to efficiently generate income while in retirement;
- Maximize the legacy you leave to your children and grandchildren (and not Uncle Sam).
We provide a full range of complex services for our clients including Insurance and Estate Planning solutions, as well as Investment and Tax Planning Solutions