Clients: Individual Professionals, Families, Retirees
In addition to business owners, we work with individuals in a wide variety of backgrounds and life stages. We help them answer the financial questions necessary to enjoy life more, confident in the knowledge that they can meet their financial and retirement goals. These questions include:
• If I save as much in the next 10-15 years as I did the last 10-15 years, will I be happy?
• Where does all my money go?
• I have changed jobs. What should I do with my 401(K)?
• How much should I save for my children’s education, what is the best way to save?
• Do I have the appropriate financial goals worked out?
• Am I getting the most out of available tax deductions?
• Employee stock options: What are they worth today or in the future? When and how should I sell them?
• What if something happens to me? Do I have the proper insurance and estate planning in place to know that my family will be OK?
• How are my investments performing? Well enough for me to meet my financial goals?
• How much do I need to save to have a comfortable retirement?
• What can I do now to ensure a strong financial future?
• I have a great life. How can I maximize the financial benefits I leave behind for my family and/or charitable organizations I care about?
We help define your goals, answer the questions and help make sure your plan stays on track. The solutions are customized for you in your current stage and set of assumptions. As your life changes, the plan, and often the answers to these questions also change.
(continue to Business Owners)
• If I save as much in the next 10-15 years as I did the last 10-15 years, will I be happy?
• Where does all my money go?
• I have changed jobs. What should I do with my 401(K)?
• How much should I save for my children’s education, what is the best way to save?
• Do I have the appropriate financial goals worked out?
• Am I getting the most out of available tax deductions?
• Employee stock options: What are they worth today or in the future? When and how should I sell them?
• What if something happens to me? Do I have the proper insurance and estate planning in place to know that my family will be OK?
• How are my investments performing? Well enough for me to meet my financial goals?
• How much do I need to save to have a comfortable retirement?
• What can I do now to ensure a strong financial future?
• I have a great life. How can I maximize the financial benefits I leave behind for my family and/or charitable organizations I care about?
We help define your goals, answer the questions and help make sure your plan stays on track. The solutions are customized for you in your current stage and set of assumptions. As your life changes, the plan, and often the answers to these questions also change.
(continue to Business Owners)
