Areas of Focus
We are a comprehensive financial services firm, serving a diverse group of clients. The vast majority of our clients are focused on the same long-term goal – retirement. Our clients may be in any number of places in their retirement journey, but we generally consider three big milestones when we help you plan for the end of your working days.
Wealth Accumulation
When most people think of retirement planning, they think about how they are going to achieve the magic number they need to be able to retire on time. Wealth accumulation requires a balancing between short- and long-term goals and needs and requires a vision for how all of your assets will work together. We will help you develop strategies for growing your investments to fit your unique retirement vision.
Asset Distribution
Retirement planning goes beyond saving enough money to stop working. You need to consider how to make your assets last for the duration of your retirement, and how to continue to grow your assets while in retirement. Combine all of these considerations with other benefits like Social Security and it becomes clear that you need a plan and a budget to see how your savings will go to work.
Legacy Creation
The people we love are often what brings color to our lives – and you likely want to continue to care for your loved ones even after you’re gone. Professional guidance can help you pass on as much wealth as legally permissible – leaving them an inheritance rather than a tax bill.
It’s Not All About Retirement!
Your money needs to stretch over a number of short- and medium-term goals throughout your life. While you save for retirement, you also may buy a house or fund your child’s education. We can talk about how it all fits together and create a plan that is flexible to life’s twists and turns.