Guiding Our Clients

We guide clients in various life stages and situations.   Overtime two distinct groups have become clients.

Families

  • Navigating financial decisions around life’s changes such as buying a home, starting a family, or job changes
  • Prioritizing savings for education, retirement, housing, and emergencies
  • Planning cash flow for the kid’s or parents education
  • Reviewing insurance needs to protect families as changes occur-babies, marriages, new drivers

Pre-Retirees or Newly Retired

  • Planning the transition to retirement including creating retirement paycheck from investments
  • Reviewing the finances required to afford a retirement lifestyle and keeping goals on track
  • Reducing the complexity of financial accounts created over a lifetime
  • Creating and implementing a strategy for charitable and family gifting and legacy

 

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