Business Owners/Entrepreneurs
As a successful entrepreneur, you understand that when it comes to money, there are a lot of moving pieces. Whether you're looking to expand your business or preparing to sell, discovery helps us understand your business, from growth opportunities to retention of key employees and ultimately an exit strategy.
Our process includes:
- Business Analysis
- Key Value Driver Optimization
- Manage Value Growth Process
- Coordinate Professional Network
- Strategic Insurance Coverage
- Key Man Insurance
- Disability Insurance
- Executive Compensation Planning
- Employee Benefits Packages
- Personal and Family Office Services
- Wealth Transfer and Protection
- Charitable Planning
- Business Entity Structure
Optimize the overwhelming elements of ownership and position your business to thrive.
Pre-Retirees/Retirees
Your transition to retirement should be smooth and easy without unnecessary changes to your lifestyle. Whether you’d like to consolidate retirement accounts or feel uncertain about what’s ahead, we want to help you convert your savings into income.
We can help answer these important questions:
- How much money do you need to live your ideal retirement?
- How much money will be left over, and how should we plan?
- Have you prepared for unexpected hurdles?
- Are your assets positioned in a tax-efficient manner?
- Are you doing everything you can to manage your assets?
- How will your nest egg be impacted if you go back to work?
You’ve worked hard. Retire your way.
Young Professionals
While you’re young, busy, and in your highest earning years, financial planning is often an afterthought.
Take a minute to pause and think: What does your ideal future look like? Would you like What will it take to retire comfortably, buy a house or vacation home, and travel the world? These are all things that require smart, proactive financial planning - today.
We can work together to create a personalized strategy that considers your short- and long-term goals and help you go after your biggest ambitions.
We offer:
- Comprehensive Financial Planning: Develop a tailored plan that aligns with your goals and aspirations so you can make informed decisions at every stage of your financial journey.
- Investment Strategies: With the ever-changing landscape, we’ll select investment vehicles that maximize your returns while managing risk effectively.
- Tax Optimization: Explore strategies to save on taxes, including deductions, tax-efficient investments, and estate planning, to preserve more of your earnings and establish a solid financial foundation.
- Risk Management: Assess your risk profile and help you select appropriate insurance solutions to safeguard your assets and provide confidence in the event of emergencies.
- Retirement Planning: By optimizing savings, investment choices, and retirement accounts, we can work towards the retirement that you’ve always envisioned.
Put a plan in place today so that your money will work for you tomorrow.
