Whom We Serve

Our clients are our top priority and their success is our primary goal. They rely on our dedication, personal attention, guidance, judgment and overall professionalism.

The clients we serve are select group of individuals and families, business owners and small business retirement plans. Most have been introduced to us through our existing clients and other professionals such as CPAs and attorneys. Because of our comprehensive approach, our clients come to us for a variety of reasons including retirement planning, estate planning, tax planning, education planning, insurance planning and asset management.

Many of our clients are approaching retirement and anticipating lump sum distributions from various corporate retirement plans like 401(k)s, ESOPs and Profit Sharing plans. The work we have done for these clients centers around the careful planning necessary to determine where they are relative to their goals and helping them close any gaps that may exist. Our vast experience and knowledge in this area allows us to thoroughly advise them on all options available so they can be better prepared to do what makes sense for them when that day arrives.

Ultimately, that day does arrive and with our help, the majority of our clients have now transitioned into the next phase of life. For most this will mean a confident retirement. But for others, it may mean starting a business, a new career, full time non-profit work or perhaps even ministry or missions work.

Regardless of where you are in your journey, we’re here to help. Call us today if you are approaching a major life event or would like to schedule a no obligation, complimentary consultation.