Nearly everyone in the financial services industry helps their clients save for college, plan for retirement and manage their investments.
We Do Too. But, We Do Our Best Work For:
Parents of college-bound students
With price tags exceeding $70,000 a year at some schools, the biggest threat to your retirement might be the college tuition bills you will pay between now and then. We help families pay less for college so they can look forward to a more confident retirement tomorrow.
People transitioning into life in retirement
The transition to retirement and the early years that follow can be complicated. Between the ages of 55 and 70, most families need to make major decisions about when to retire, how to make the most of their income sources (like Social Security, pensions and retirement accounts) and the best ways to manage their assets in retirement. We help our clients create a customized retirement income plan to get them through the next phase of their life.
Artists, consultants and self-employed people
Today's gig economy means more and more people have a side job or second income. If you generate income outside of traditional, paid employment, you have unique challenges, needs and opportunities that others may not. Perhaps your spouse has income and benefits from their job as well. Making the most of these opportunities creates a successful financial plan.
Those grieving from loss
The loss of a spouse or loved one may be the most stressful time of your life. Decisions regarding insurance benefits, retirement accounts and other assets must be made. Well-meaning family members often provide conflicting or incorrect advice. We help bring certainty to our widowed clients by serving as a trusted, experienced advisor through these difficult times.