Business Owners
As a business owner you have a lot vying for your time and attention, and it can be tough to find time for the things you want to do, let alone worry about your finances. Your team of advisors need to be attuned to your specific circumstances, and to all work together. We play the quarter back role to keep everyone on the same page so you can focus on what you do best, and on your family. We can help by walking along side of you as you grow your business and make sure that your personal finances are on track.
The decision to sell or transfer your business is a huge decision, and one that requires planning in order to be done well. There are tax implications, lifestyle changes, a different paradigm, not to mention the emotional component. We can help plan and prepare for what is next for you.
Families
Your family may be facing a new frontier, or you are just ready to stop trying to keep all the plates spinning on your own. You often will have many professionals that assist you in different aspects of your life, and it is imperative that they all work together. Our firm is ready to work with your team, or help you identify the right professionals for you; this allows you more time to spend with the ones you love. As your family grows you will face a number of decisions:
- Investment Decisions and Management
- How and when to gift or transition assets
- Charitable giving plans
- Education Planning
- Estate planning decisions
You can focus on what you do, trusting that we are taking care of your finances.
Retirees
The move from worker to retiree is a big change, and one that often brings a lot of anxiety with it. Decisions about social security, how to manage your accounts now that you are not contributing to them, will you have enough money to live on, are just a few of the questions we help people answer. We will work with you to determine your goals and create a plan for a fulfilling retirement.