Who we serve
Our clients are individuals who want only the best in financial planning services. We work with all ages, career types, and in various locations throughout the U.S. No matter what stage of life you are in, if building a better future is your goal we’re here to help. We pride ourselves on knowing that our clients have peace of mind as they build their wealth.
The Tech Professional with Company Stock
You’ve hit your career stride and the future is indeed bright. The company you work for is finally ready to go public. Do you know how the alternative minimum tax affects your incentive stock options (ISOs)? You need someone to help you understand how to offset some of the tax burdens of the liquidity event while spotting blind spots you might not have realized existed.
The Dual Income Household
You’ve found your perfect life partner and are ready to conquer the challenges that lie ahead. You may have recently had a child or are planning to start a family in the near future. You would like someone to help guide you through some large financial decisions like buying your first home, saving for college, and figuring out how to invest your money in the coming years.
Pre-Retiree/Retiree
You are no longer working or plan to leave the workforce soon. It’s time to focus on assuring that you are financially stable as you glide into this next phase of life. From estate planning to financial gifting, it’s important to stay on top of the ever-changing rules.
