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Who We Serve

<strong>FAMILIES</strong>

FAMILIES

As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. Growing families have many goals: from purchasing a home to saving for college, weddings, home renovations, retirement, and leaving a legacy to provide for future generations; we know firsthand with families of our own. That's why starting and investing early is vital in pursuing your family's financial goals.

We take the time to get to know you and your family's unique situation so we can give the proper advice and recommendations based off of what YOU want to accomplish. Whether that is starting a 529 plan for your children, insuring against a loss of a loved one, or investing for the future, we will put build a personalized strategy that considers your financial goals, risk tolerance, and timeline.

<strong>RETIREES</strong>

RETIREES

You've 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've accumulated can be filled with uncertainty.

With constant changes recently in tax law and when to take Required Minimum Distributions, a Retirement Income Strategy is imperative in maximizing the savings that you've built up over the years. Taking distributions from your retirement plans (IRAs, 401(k)s, TSPs, etc.) in the most tax-efficient manner are what makes your dollars last your lifetime, and allows for the retirement and legacy that you and your family worked so hard to achieve.

Together, we'll develop a plan that helps you accumulate wealth while you're still working, and aid your transition into your golden years. 

<strong>EDUCATORS</strong>

EDUCATORS

As an educator, you provide a profound impact on students every day. You see each student as unique, and you realize that his or her gifts are special and deserve to be developed and celebrated. Teaching is a tough but rewarding career. You earn every penny.

Our goal is to be the educator in your financial life. Education is key in building trust, and, we believe, develops longer, more rewarding relationships with our clients, just like you and your students. We will help build a customized strategy whether you are a first-year teacher, mid-career with family responsibilities, or late career, transitioning into retirement and have pension benefits you need help assessing.

Check out our Educator Resources page for more information.

<strong>BUSINESS OWNERS</strong>

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's time to pass the torch and leave your business, we'll be here to plan your business succession and exit strategy to help ease the transition into life after work.

<strong>FEDERAL EMPLOYEES</strong>

FEDERAL EMPLOYEES

Working in Civil Service or for the Military takes dedication and commitment. You work hard and deserve the quality benefits package offered to you as a federal employee, but these benefits are also known to be complex and complicated.

Our advisors take the complex and make it simple to understand by helping you optimize your retirement plan with your FERS Retirement and Thrift Savings Plan. We bring clarity to the important decisions you need to make with OPM regarding retirement, survivorship, and health insurance.

READY TO GET STARTED?

Contact us to start building a financial plan that fits your current life stage.

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