We aren’t all things to all people, but we are dedicated financial professionals for you, a select group of successful individuals, professionals and business owners who expect bespoke services to fit your specific needs.
Our Services:
Asset Management
Are you ready for institutional money management? Perhaps your broker never offered this level of service to you. Would it be worth your time to discuss Institutional vs Traditional asset management? While we’re talking, let’s discuss hidden fees you might be paying, too.
Retirement Planning
It’s never too early, or what you think may be too late to plan for retirement. Pre-retirees and retirees work with us to create wealth, and plan for and distribute their assets. You supply your goals for growth, income distribution, cash flow and legacy plans, and let us build the plan for you. It’s all about you, just as it should be.
401(k) Management
Don’t take on complicated compliance issues and documentation by yourself. Our services are ideal for small-to-medium-size businesses.
DSTs (Deferred Sales Trusts)
This tax-based strategy allows sellers of high-value assets (real estate, valuables, collectibles) to defer payment of capital gains taxes. If you aren’t using this strategy, you might want to talk to us.
Strategic Rollout
You control your money, and taxes, using strategies to significantly reduce or eliminate taxes on qualified retirement plans [IRAs; 401(k)s; 403 (b)s, etc.]
HENRY/FIRE Programs
(High Earner Not Rich Yet /
Financial Independence Retire Early)
We have a knack for working with young professionals (doctors, dentists, engineers, programmers, consultants and others). You know what you want and just need help getting there. We create your plan, your way, to suit your individual retirement ideal.
HENRY: You’re a highly compensated young professional who chooses to put away money now to receive tax-free income for life when you reach retirement age.
FIRE: You’re a highly compensated young professional who is committed to working long and hard now, saving to the max and retiring as soon as you possibly can “so I can do what I really want to do.” For you, 40 is the new 65.