We are financial and tax planning experts that specialize in helping people who are:
Retired or Nearing Retirement
You are newly retired or would like to retire in the next few years. You are ready to embark on this exciting next stage of life and want to make sure you are financially prepared. You are looking for a financial strategy that is in harmony with your goals and values.
You are a successful career professional with complex tax & executive compensation planning issues (stock options, restricted stock, deferred compensation). You want to retire in the next 10 to 15 years but want to also fulfill your current financial commitments (purchase your next home, finance kids education, reduce debts, etc.)
You have done a good job of saving and have accumulated $750,000 or more in investment assets. You feel that you are on the right track, but would like professional guidance reaching your ultimate retirement savings goals. You want to be sure that your hard earned savings will last throughout your lifetime.
You have managed your real estate investment well and have done a great job paying down your mortgage. You have built up considerable equity in your home and need help figuring out how to maximize your real estate wealth in retirement.
Looking For A Trusted Partner
You want to work long-term with a trusted advisor who will guide and assist you throughout your financial journey in an organized, comprehensive, and holistic manner.
Looking To Make A Difference
You realize that Life is more than just making and spending money. You want to live your best life possible and make a difference in the lives of others and in your community.