Life happens. Goals change.
We work with physicians, dentists, business professionals and owners who come from diverse backgrounds and represent all walks of life. Although the decisions we make about our finances may be good at the time, we believe that life is dynamic and financial needs do in fact change.
Our commitment to you is to provide you with personalized financial solutions that take into account all aspects of your life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.
What To Expect
01 Discover
02 Plan
03 Implement
04 Preserve
Clarify Vision & Future
Financial Planning
Retirement Income
Estate Planning
Business Succession
Marriage/Divorce
Birth/Death
Leaving My Home
Career & Profession
Clarify My Mission
Give to Community
Volunteer My Time
Align Investments
BALANCE WORK & LIFE
Income Planning Expense/Budgeting
Social Security
Corporate Benefits
Vacation Home
Family Trips & Events
Hobbies & Leisure
Lease vs. Buy
Medicare/Supplemental
Long-Term Care
Care Concierge
Wellness & Nutrition
CREATE FINANCIAL COMFORT
Investment & Savings
Home & Assets
Automate
Aggregate
Tax-Loss Harvesting
Asset Location
Stock Options
Strategies
Insurance
Liquidity
Business Continuity
Corporate Structure
HELP & PROTECT FAMILY
Allowance & Savings
Loans & Gifting
Special Needs
Learning About Money
Long-Term Care
Eldercare Counseling
Medical & Housing
Savings & Investments
Pre-Paid Tuition
Student/Parent Loans Grants/Scholarships
BUILD A LEGACY
Wills & Trusts
Power of Attorney
Medical Directives
Protect Heirs
Designations
Special Needs
Trusts & Trustees Valuation/Projections
Planning Strategies
Tax-Advantaged Gifts
Low-Basis Assets