Who We Serve

Individuals

While you are in your peak earning years, it is important to develop positive financial habits that seek to lay a strong foundation for your savings.

Whether you are new to investing, established in your career, or planning to retire, we will work with you to develop a financial plan that aims to help you manage your money effectively.

Families

As a parent, you are not only pursuing your own aspirations, but guiding your children towards their own success as well. That is why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.

We can include the projected cost of college as part of your overall plan and consider various savings alternatives to reach the education targets along with other family goals. Of course, family brings in other planning items that may be significant like weddings, bar mitzvah/bath mitzvah or a special trip.

Retirees

You have worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you have accumulated can be filled with uncertainty.

Together, we will develop a plan that helps you accumulate wealth while you are still working, and aid your transition to a fixed retirement income.

Perhaps you are not ready for a full retirement, but ready for a slow down. We can work through that scenario too.

Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it is time to pass the torch and leave your business, we will be here to plan your business succession and exit strategy to help ease the transition into life after work.

Your employees are important and we can advise you and your company sponsored retirement plan (e.g., 401(k), 403(b)), so that it works for you and your employees.