Retirees

The transition from career to a work optional or full retirement lifestyle is often equally exciting and frightful. The myriad of personal, financial, and medical factors to consider can result in a sense of uncertainty and confusion.

We start with the development of the client vision and work down to the fine details. This process provides the answers and guidance that those entering this transition desire.

We define retirees as those that are within five to ten years of reducing their involvement in the workforce. We will also assist individuals and families that consider themselves currently retired.

Leading clients through the complexity to clarity is our mission. Our retirement planning services incorporate investment management, income needs, social security optimization, tax-efficient distribution strategies, medical needs, long-term care, pensions, legacy desires, estate planning and more.

Self-Employed Professionals

Self-employment can be very rewarding and empowering. It also comes with unique challenges that are typically outside the professional’s area of expertise. As a trusted advisor to the self-employed, we partner with our clients to simplify their lives. Allowing them to focus their energies on activities that are their highest and best use.

Leading clients through the complexity to clarity is our mission. Our experience and expertise will guide you through issues concerning proper entity selection, business and personal tax management, tax optimization to minimize business and personal tax obligations, personal and business cash flow, risk management, business accounting, financial record keeping and much more. Preparing the business and client for long term success is key.