Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
While most people earn their salary over a career that spans 30 or 40 years, the timeline for professional athletes is much more compact. Receiving a sudden influx of wealth may be a temptation to spend without regard for the future. Special care must be given to help ensure that bonuses and earnings are well managed so that assets will be available later in life when needed.
This money needs to last decades, not just years. We map out a plan designed to help provide income throughout your life and pursue goals such as providing for your family and preparing you for when you are done playing.
In addition to financial planning, we help you with other essential matters such as budgeting, cash flow management, bill paying, tax strategies and risk management. We work with your agent to help evaluate business opportunities presented to you and manage income from endorsements or promotional appearances.