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Who we help

"The sole reason why we are in business is to make life less difficult for our clients." ~ Matt Odgers

We are here to help make things easier for you

  • Changing jobs and not sure what to do with your 401k?
  • Worried if your loved ones will be protected and your wishes carried out if something unexpected happens to you?
  • Worried about not having enough income in retirement and looking for ways to maximize your income?
  • just inherited money and not sure what the best thing is to do and how to minimize your tax liability?
  • Thinking of starting or selling a business and not sure where to start?

These are just a few concerns our clients have when they come to us for help.  That is why its important for us to understand who we are working for before we can provide you with the best advice and guidance to help you meet your financial goals.

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Individual & Families

We help individuals & families with our holistic financial planning approach, focusing on the goals that matter most to you.  Whether that’s helping you create a household budget so that you can save more for those larger purchases.  Or maybe your concerned about how much college will cost for your children and need help figuring out the best way to save and pay for the expenses.  Of course we can’t forget about your retirement, helping you envision, plan, save and have a retirement income strategy ready for when the day comes, is all a part of our adaptive financial planning approach.

Business Owners

Running a successful business is hard enough let alone trying to manage your own personal finances at the same time.  Ensuring you have planned properly to protect your thriving business is extremely important.  We focus on helping business owners understand and choose the best entity structure to operate under.  Educate them on the importance of having and regularly updating their buy-sell agreements as well as ensuring ways to protect their business and their interest when something or someone changes within the business.   

Executives

Executive compensation plans are often very complex, with a range of unique characteristics including vesting schedules, expiration dates, gifting limitations and tax consequences.  Often times we see an executives plan holdings represent a sizable portion of his/her net worth which could make comprehensive planning around liquidity needs, concentrated risk, and tax minimization important goals to consider.  

High Net Worth

We serve High net worth individual and families by taking a holistic and multidisciplinary approach and we dive deeper into understanding the entire wealth lifecycle from accumulation, distribution & preservation.  Focusing on wealth management strategies that include tax strategies and planning, portfolio management, risk management and asset management.  Besides wealth management, we understand that legacy planning is equally important which is why we also assist in charitable giving, estate planning and wealth transfer. 

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