OUR CLIENTS - Many of our clients come from ordinary walks of life with similar backgrounds. From plumbers and electricians to accountants and medical professionals. Although our clients serve in many different occupations, they generally all have common traits among them. They are usually all self-made, thinking about retirement or retired, and most grew up with parents or grandparents who were successors of the Great Depression. They wrestle with the same struggles you likely do. This may include: what their retirement will look like and not running out of money, reducing taxes, which investments work best for them, preserving and supplementing their income and living off their investments during retirement.

WHAT OUR CLIENTS STRUGGLE WITH - We realize there are numerous questions that come up when one is retiring or planning to retire. Some of the most important: Will there be enough income to support the retirement lifestyle they choose? Will they be able to travel and not worry financially. How should they sell their businesses or real estate holdings and not be punished with excess taxes. Will they be able to spend time and money on their grand kids, maybe even help with education costs. Then there are decisions about when to take social security, covering medical and nursing home costs, contributing to charities, and so much more.

HOW WE SOLVE FINANCIAL CHALLENGES YOU STRUGGLE WITH -

All of these challenges and solutions come with consequences. We work to address and evaluate your options and work to put a plan in place so you can help protect your wealth and retire financially on your terms and not violate state and federal regulatory guidelines.

Most do not have someone who can put it all together for them and help them make smart decisions about their wealth. So when the time comes to retire, they won't have to worry financially as they enter retirement or live and enjoy their retirement years. We start by creating a custom, comprehensive view of what you have and where you want to go.

We bring an elite form of financial advisory to our clients to help coordinate wealth management, tax planning, and estate planning with the help of legal and other professionals. The goal is to help you uncover weaknesses or gaps in the current plan to help preserve, grow and manage your wealth so you can enjoy it now, in the future, and for the generations to come.