Who We Help
We understand that different life events can have a significant impact on your financial situation, especially as you approach retirement, experience a divorce or the loss of a loved one, or inherit money. We work closely with you in these situations to create personalized financial plans that help you achieve your financial goals and secure your financial future.
If you are approaching retirement, we can help you maximize your retirement savings, create an income plan, and optimize your social security benefits. For those who are divorced or widowed, we can help you to navigate the financial challenges that come with these life transitions and create a plan that works for your new circumstances. And for those inheriting money, we can provide guidance on how to manage your newfound wealth, minimize taxes, and create a legacy for you loved ones.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our investment minimum of $250,000 is designed to ensure that we can provide a high level of personalized service and attention to each of our clients. By setting this minimum investment amount, we are able to invest in a diversified range of assets that are best suited to each client's unique financial goals and needs. Additionally, the investment minimum helps us maintain a manageable client base, which enables us to provide exceptional customer service and support.