Who We Help
Business Owners
As of 2022 there were 33.2 million small business in America. This accounts for 99% of businesses in the country, employing 46.4% of all US employees. [1][1]
Owning a business presents unique challenges and opportunities. We work with our clients to maximize those opportunities. We discuss tax strategies business owners can employee, as well as structuring benefits for yourself & your employees. We partner with your CPA, Attorney, & TPA to coordinate the best plan for you and your company.
[1] https://www.forbes.com/advisor/business/small-business-statistics/#sources_section
Physicians
You spent years studying & training, and now your days are full helping other people. Often when they need it most
We understand the demand on your time and challenges you face. Whether you are in private practice or joined a larger healthcare system we work with you to optimize benefits and grow your asset base.
As a doctor you deserve to work with someone who understands you.
C-Suite Professionals
As an executive you’re career driven and have a demanding schedule. We can help you navigate benefit elections, stock options, equity grants in non-publicly traded companies, and deferred comp plans.
Retirees
We are not interested in telling you what retirement should be, but rather listen to your vision on how you’ll spend your days.
For some it’s traveling, spending more time with family, scrapbooking, or going to the track.
We will help you come up with an income plan so your responsibility is enjoying the life you’ve worked hard for.
People In Transition
Change is never easy and life is full of changes. Some that we excitedly plan for and others that come unexpectedly. Many of these events call for attention to your financial planning.
We have experience working with clients during job changes, marriage, divorce, birth of new babies, and sending children off to college.
