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Understanding Your Needs

 

Our clients' needs vary. We help mid-career professionals develop financial plans to accumulate wealth in a responsible manner. We also work with those who are near or at retirement and need help understanding if they have enough money to live on when not receiving a steady paycheck, or how best to drawdown on assets they have spent a lifetime accumulating.

Accumulation Phase

  • Help parents of young children develop thoughtful college savings plans
  • Build the foundation of retirement plans which are responsible and strategic
  • Think through strategies for a down payment on a home
  • Assess workplace retirement-plan benefits and make recommendations
  • Educate on the need for insurance to protect loved ones
  • Develop creative and flexible savings and investment plans to live life now and not just when retired

 

 

Drawdown Phase

  • Determine when to take social security benefits
  • Calculate how much healthcare will cost during retirement
  • Communicate clearly on how much one can spend during retirement
  • Advise on how to distribute your savings in a responsible, tax-efficient manner
  • Think through how best to help children, grandchildren, or other loved ones through considerate estate planning
  • Develop a philanthropic strategy

 


 

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Creating a Plan

 

The best financial plans are written in sand, not stone. With an understanding that circumstances can change quickly, we will develop a financial plan which takes into account the curveballs life will inevitably throw your way.

Our most sincere desire is that you feel confident about your financial future and have a clear understanding of what needs to be undertaken to achieve your goals. We will be as transparent as possible regarding your financial situation so that you have a solid grasp on how you are doing financially.