We are happy to help whoever we can as that is one of our goals as a firm; to bring happiness to everyone we can. However we also recognize there are types of people we can bring extra value to with our financial planning process.
Below are certain groups of people that we feel we can bring extra value to.
Business Owners
We help business owners through our business financial planning process. We also have a unique perspective to offer due to our team’s background, which enables us to empathize and recommend strategies better than most for your unique business.
Nurses & Physician Assistants
We enjoy working and bringing extra value to the group of individuals in the medical field, that we like to refer to as, “incredibly important, but often under appreciated.” Those of you that have chosen this career path we believe should be helped just as much as anyone in the medical field. We know how hard you work and how little time you can devote to other things. You work your butt off for your family and because you want to help people. Let us help you by taking something like your finances off the table.
- Financial planning
- Investing vs. paying off debt
- Student loan repayment
- Budgeting
Pre-Retirees
You have worked your whole life to build up enough money to take that next step towards retirement, but now what? We understand that sometime taking that next step towards retirement is intimidating. We help define a clear vision of retirement and make sure that you know you wont run out of money, so you can fully enjoy your life with the money you worked so hard to save.
- Distribution planning
- 401(k) strategies
- Tax planning strategies
- Retirement analysis
Young Professionals
Our team understands and can empathize more than most the new challenges faced by young professionals today. Although they might be earning a good income, often times we see the misuse of that income, which often results in more debt, no savings, and slow financial progress. Luckily, we can help. If you or someone you love fits in this category, then give us a call because we can help.
- Student loan repayment
- Young professional financial planning
- budgeting/cashflow strategy
- Financial habit development
Wealth Transfer Services
We know what it is like transferring and managing assets from generation to generation. Our firm is family run, so we can help with different generation transference challenges because we have seen them!
- Succession planning
- Estate planning strategies
- Legacy planning
- College Planning
