Are we a good fit for you?
Our Specialties
- Pre- and Early Retirees interested in securing and protecting their future and lowering their taxes
- Business owners and corporate managers seeking to preserve wealth and protect assets while lowering their taxes
- Professionals looking to create a plan to achieve their goals and increase wealth
- Medical professionals including physicians, nurses and lab techs (we have a strong understanding of your benefits and common challenges)
Common Client Concerns
Common Concerns | How We Help |
---|---|
Can I afford my current lifestyle in retirement? | • Our Dynamic Wealth Design helps you get to the bottom of what you’ll need to fund your lifestyle • We’ll stress test your plan to make sure it holds up in various scenarios • We’ll help you find tax-efficient income strategies to generate income in retirement • Ongoing support will ensure that you stay on track with your plan |
How can I pay less taxes? | • Changing tax laws present both concerns as well as opportunities • We consider tax planning integral to all our services, so we’ll always be looking for ways to reduce your tax bill • Our collaborative team of tax-savvy advisors strives to find strategies that will benefit your bottom line |
I’m selling my business (or property, etc.)—how can I protect the proceeds from taxes? | • Our team specializes in helping you minimize or eliminate taxes on the sale of an appreciated asset • We routinely design wealth saving strategies for clients, such as trusts, or unique uses of retirement plans or insurance • These strategies can keep more money in your own pocket and help you fund your own goals at the same time |
I’ve just gotten divorced/married/had a child/changed jobs, what financial changes should I make? | • Our team can help you analyze and adjust to the financial changes brought on by any of these life altering events • Our Dynamic Wealth Design adapts as your life evolves • Our cash flow analysis is designed to demonstrate the effects of any change in your financial situation |