Who We Help
The Ideal Client
While we will work with any potential client who is serious about planning for their retirement, our experience over the years serving several institutions has led us to become experts with clients working in Higher Education and the Medical profession. We work with pre-retirees and retirees who are ready to build a retirement plan that lasts. Whether you’re 10 years from retirement or
already there, we help you organize your finances and align your money with the life you want to live. We provide guidance, education, and expertise so that after our first few planning sessions, you will feel informed, confident, and reassured as you enter the next phase of your life.
Tax Planning
Medical Professionals
Medical professionals are the backbone of our healthcare system. Tireless dedication to your career leaves little time to plan for your retirement and other financial goals. We have direct experience with the local health system retirement plans and can help you maximize what you’ve built. Most seasoned medical professionals have similar financial concerns: Tax planning for greater efficiency, organization of personal finances, income planning in retirement, and charitable causes to name a few. Whatever challenges you face, rest assured that proper planning can address most financial obstacles and put you in a better position to reach your goals.
Retirement Planning
Higher Education
You have dedicated a lifetime to your area of expertise. Many Higher Ed professionals we work with have spent most of the career in one discipline, and many times, serving one institution. Whether it’s in the classroom, conducting research, or running your department, your work ethic serves the greater good of students and institutions but can sometimes be a detriment to one’s personal financial planning. Professors and administrators often have strong institutional benefits but need help navigating the transition from career to retirement. We specialize in making that shift as smooth and confident as possible. Approaching the retirement runway can lead to anxiety, nervousness, and excitement all at once. Planning this stage of your life is critical for your long-term financial success and we are experts at navigating the course. We have intimate knowledge of most institutions’ retirement plan benefits and the options you will have when decision time is near. Creating a plan that allows our clients to seamlessly transition from a career of campus life to their next phase is what we do best.
FAMILY-LIFE GOALS
Pre-Retirees
Are you still raising are you still raising a family while balancing a demanding career? So are we. As family members and parents, we understand fully well the challenges of planning ahead for retirement or other financial goals all while raising a family and trying to enjoy life at the present moment. You may be hitting your stride financially and now need advice and planning to get on a glidepath so you can meet your all-important life goals. Getting organized, staying focused, and being held accountable are all part of the planning process at this phase of life. Our pre-retiree clients are at ease knowing they are on track.
LIFE TRANSITIONS
Surviving Spouses
Losing a spouse often means inheriting financial decisions you’ve never had to make alone. We help surviving spouses get organized, understand what they have, and build a clear plan — so you can move forward with confidence. You don’t have to figure this out by yourself. We’ll walk through everything at
your pace and make sure you feel informed and in control every step of the way.
