Who We Serve

For our working families, we help them to lay a strong foundation so they are able to realize their long-term goals.  For those close to retirement, we provide a plan to achieve a successful financial transition to retirement. For our retired clients, we provide ongoing support and advice to equip them with the tools and knowledge to confidently face their financial future.

Working professionals

• How do I prioritize my savings goals?

• Am I taking advantage of all of my employer benefits?

• Are my investments and goals aligned?

• How do taxes fit into my overall plan?

• What is the best strategy for my stock options?

• How are we going to pay for college?

• Will my family be ok if the unexpected happens?

Pre-Retirees

• Do I have enough saved to retire and maintain my lifestyle?

• When can I retire?

• How do I create a “paycheck” in retirement from my assets and fixed income?

• Are my investments properly allocated for my stage of life?

• When should I start collecting my Social Security?

• Do I have a plan to distribute my assets when I die?

• What is the best way to gift or donate to charity?

Retirees

• Will I run out of money during retirement?

• Tax laws have changed - does this impact my plan?

• Are my investments allocated for capital preservation?

• What does my legacy look like?

• Can I afford to give more of my assets away during my lifetime?