Client Profiles
Our clients range from single individuals, to families with young children planning for both college and retirement, to grandparents, to intergenerational families. We help those who come to us early in the planning phases to make sound financial decisions, and those who want to preserve and enjoy their assets.
Often we work with people who are approximately 20 years from retirement. This is early enough in the retirement planning cycle to effect substantial positive impact. Many are able to achieve their life goals, such as traveling, owning a vacation home, or gifting to future generations.
Another scenario we come across is when folks are nearing retirement or are already retired. Many important financial decisions need to be made during the five to seven years on either side of retirement, many of which are irreversible. Typically these investors will have little to no debt upon entering retirement due to prior sound planning decisions. Often they are able to secure their spouse's and/or children's future through active wealth management.
We also help business owners looking for exit strategy advice or people in middle and upper level management who might need advice on stock options in their planning.
