Our Philosophy
““We help business owners, affluent retirees and their families bring clarity to their financial world.” ”
With an ear toward clients' primary concerns and objectives, we bring an intuitive approach to planning for affluent business and estate owners. Using a multi-faceted design process, we help clients protect their current lifestyles, and handle planning, projections and details for retirement and distribution of assets.
We act as a catalyst, helping to ensure clients' total financial affairs are truly handled and carefully coordinated. This allows clients to simplify their estate and financial affairs, while having the potential to maximize opportunities and helping to reduce estate tax obligations. We specialize in working with business owners and substantial estate owners that may choose to evaluate early retirement.