Who We Work With

How can you know if working with us is the right decision for you? We would like to show you examples of people best suited to partner with us on their financial journey.

Robert

Robert is 50 years old and has a beautiful family. He and his wife have 3 children together for whom they would do anything. Robert has owned a successful business for 20 years and has accumulated $1 million in investable assets. With the support of his family, he decided that he would like to retire in 5-10 years, so he turned to us to help structure his retirement goals.

Mary

Mary is 60 years old and has been a corporate executive for 30 years. She has experienced divorce but has been fortunate to find love again and remarry. Mary has accumulated $3 million in investable assets and is ready to retire as soon as possible. She decided to work with us to create an investment strategy that will help her achieve her well-earned retirement.

Kay and Tom

At ages 67 & 66 respectively, Kay and Tom are happily married and retired together. Their family has grown over the years because their two children have grown up and started their own families. Now they have three grandchildren! They have $6 million in investable assets and have big goals. They want to be able to live life to the fullest in retirement, traveling, and enjoying new adventures, all while being able to leave behind a legacy for their family. We helped them to maximize their income in tax-efficient ways so that they have what they need now, and we helped with their estate planning to ensure that their family is taken care of the way they want.

Steve and Joseph

Both at age 35, Steve and Joseph are business partners together and their company is growing to become quite successful. They each have their own families with children, whom they want to protect first and foremost. While they are trusted partners, each has their own business interests to protect. They wanted to invest for retirement and do it in the most tax-efficient ways available. They also agreed that they should aim to sell their business in 15 years. By partnering with us, we helped them with their investments, as well as provided business management and exit planning strategies so that they can meet their objectives short term and long term goals.

Can you relate to these stories? Find out how we can help you reach your goals.