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WHO WE HELP

Our clients come from a range of backgrounds, and all of them have unique needs and goals that we address in a comprehensive and collaborative process. We have particular expertise working with:

 

KEY executives and managers

  • Streamlining complex wealth issues
  • Maximizing employee benefits and compensation
  • Leveraging existing investments
  • Analyzing personal financial needs such as insurance, estate plans, and children’s college education

Business Owners

  • Diversifying wealth outside the business
  • Stabilizing income by smoothing out volatility
  • Minimizing taxes and debt
  • Implementing risk mitigation strategies to protect personal, business, and retirement assets
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Pre-retirees and retirees

  • Maximizing future income sources and designing tax-efficient strategies
  • Determining optimal timing of Social Security and Medicare
  • Reviewing portfolio allocations and adjusting as necessary
  • Planning for health and long-term care needs in retirement

Widows and widowers

  • Analyzing current situation, concerns, and needs
  • Creating a comprehensive financial plan for long-term stability
  • Aligning investment portfolio with long-term goals
  • Identifying risk management needs
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