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Who We Serve

A Financial Strategy for

Every Stage of Life

Every stage of life has its own set of financial complexities that can cause stress. As a comprehensive wealth management firm, we specialize in a behavioral, scientific approach to financial strategy that helps reduce the stress associated with your wealth from the beginning of your adult life through your retirement years.

STAGE 1

Your Beginning

This is where it all begins. You may have just left school, gotten married, had a baby, inherited money or experienced some other life event that brought up new financial questions and challenges. This is all new to you, so you want to focus on the future while still feeling in control of your personal finances.

Whether you’re starting out or starting over, a holistic wealth plan can help reduce stress and give you the confidence to move forward.

Your Challenges

I need help managing my personal finances –
where do I start?


How do I pay off student loans?

Can I afford to buy a home?

I am about to have a child –how will this impact my finances?

I just received an inheritance – what do I do now?

Our Solutions

Financial Planning

Investment Management

Retirement Planning

Life Transitions

Student Loan & Debt Repayment Advice

Career Transitions

STAGE 2

Your Work

It takes time and effort to excel in any profession. When you consider the financial complexities that develop over time, and the fact that the average American changes jobs once every four years, the compounding stress can take away from your ability to operate at a high level.

We use a combination of strategies to help you make the most of each transition and build your wealth efficiently over the long term

Your Challenges

I was laid off. How do I manage my expenses until I get a new job?

When I leave my job, what should I do with the money in my employer’s retirement plan?


How do I maximize my employee benefits?

I get a pension when I retire. Should I take the money in a lump sum or monthly payments?

Our Solutions

Financial Planning

Investment Management

Retirement Planning

Career Transitions

Employee Benefits Analysis

Retirement Plan Distribution Review

Pension Advice

Tax Optimization Strategies

STAGE 3

Your Family

Your family has its own unique dynamics, challenges and financial considerations, which often become most complex in the middle of your career. You’re thinking of your children’s future, you may have aging parents who need your support, and you’re wondering how best to keep your retirement plans on track.

Our role is to bring all these competing priorities together into one clear plan.

Your Challenges

How do I prioritize all of my competing financial obligations – raising children, paying for college, helping aging parents – in addition to my own retirement needs?


How much should I save for my child’s college?

My adult child wants to come live with me. What’s the best way to manage this?


How do I make sure my family is taken care of if I die or cannot work?

Our Solutions

Financial Planning

Investment Management

Retirement Planning

Income Planning

College Planning

Long-Term Care Insurance Guidance

Life Insurance Selection

Estate Planning

STAGE 4

Your Retirement

Retiring is like jumping out of a plane and trusting that everything you’ve done in preparation will ensure you land safely.

And once you do make that leap, maintaining your financial security during retirement is more than having the right balance in your accounts. That’s why we focus on coordinating the many strategies you need to navigate the challenges you’re facing for the time – and to help ensure the wealth you’ve accumulated will last your entire lifetime.

Your Challenges

Have I saved enough?

What will my cash flow look like in retirement and how much can I afford to spend each month?


How should I be invested during retirement?

How can I plan for the cost of health care?

How can I maximize Social Security?

What happens to my money if I pass away?

Our Solutions

Financial Planning

Investment Management

Retirement Planning

Income Planning

Optimizing Social Security

Healthcare Solutions

Pension Advice

Estate Planning

Long-Term Care Insurance Guidance

Charitable Giving

YOUR FINANCES

Ongoing Priorities

Financial security is not obtained by just making money, but by managing the money you’ve made. From your smallest purchase to your retirement transition, there are important financial decisions that arise on a day-to-day basis and ongoing considerations that need to be managed over the long term.

Download Our Complimentary Financial Guides

We believe knowledge is the most powerful financial tool there is, so we take every opportunity to share ours with anyone who may benefit. Click on the links below to download digital versions of our recent financial guides.

Maximize Your
Social Security

Download Guide

Surviving
Volatility

Download Guide

Top 10
Retirement
Considerations

Download Guide

More Guides

What’s causing you financial stress?

We’re here to help. Get in touch to request your personalized wealth strategy without cost or obligation.

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