WHO WE WORK WITH
OUR FIRM HAS A SINGULAR FOCUS - OUR CLIENTS' WELL-BEING.
Whether you are thinking about retiring, about to sell a business, or an executive at a thriving company... you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success.
Individuals and Families
Individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way.
What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch. How does your company’s 401(k) plan measure? We’ll provide a second opinion review of your current 401(k) plan.
Retirement means something different for everyone – lets us help you define yours, and confidently pursue it.
It’s never too early to plan for retirement, and to design what it looks like for you and your family. Let our experienced professionals provide their perspective.
WE BELIEVE IN TRANSPARENCY
Many of our clients find tremendous value in bringing their financial planning and investment management under one roof so they can focus on what matters (career, family, hobbies, philanthropy) and leave the money management to skilled and compassionate professionals.
We specialize in building a comprehensive financial plan that’s tailored to you and your needs. Specifically, we create a plan that takes your goals, dreams and personal vision of success into account.
Our annual fee starts at $2,500 for an individual and increases depending on the level of complexity. During our initial discovery call, we will collect the necessary information to arrive at an estimated cost to present in our proposal. Our hourly rate is $300/hr.
Our comprehensive financial plan analysis includes financial life planning, budgeting & cash flow, portfolio review, insurance review, estate planning needs analysis, multi-year exercise and sales strategies for stock options, 10b5-1 plan recommendations, retirement planning, tax planning, investment strategy, review of prior year tax returns, home purchase analysis, and so much more.