<< When life changes money changes and when money changes life changes. We are here to assist our clients as they transition through these changes.>>
Our services are centered around our desire to help individuals meet and maintain their financial goals. The needs of high net worth families have changed, and the expectations are higher – as they should be!
Our clients’ success stems from ongoing financial coaching that incorporates strategies and solutions that are continuously reviewed and refined in order to ensure that the planning is always in line with their financial goals. This ongoing coaching relationship allows us to:
> Provide Peace of Mind
> Identify Any Gaps In The Current Strategy
> Provide Competitive Investment Options
> Maximize Tax Planning Opportunities
> Deliver Pertinent Information That Cuts Through The Media Noise
We work with a wide range of clients with various degrees of complexity surrounding their planning.
Which Profile Speaks Most To You?
LIONEL | SELLING A BUSINESS
"I've been an entrepreneur my whole life and have built a business I'm proud of. Now it's time to start enjoying the fruits of my labor and define my transition plan"
MARG | BUSINESS OWNER
"I love my business and it's grown substantially. I need to ensure that all the i's are dotted and t's are crossed as far as corporate structure and tax minimization"
STEVEN | LIFE ENTHUSIAST
"I want to make sure that Lucy is looked after should something ever happen to me. I want to ensure that my final tax bill doesn't erode everything we've worked for"
ROBERT | PRE-RETIREMENT
"I'm 8-10 years away from retirement and want to make sure that I'm on track to financing my retirement goals. How much will I need? How long will it last? I need a financial forecast prepared.