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Wealth can come from many sources: long-term professional efforts, entrepreneurial activities, stock market gains, inheritance, and windfalls.  Although our clients accumulate wealth in different ways and come from diverse backgrounds, they typically share certain objectives.  These include the desire to:

  • Move steadily toward their financial goals
  • Adhere to a long term plan
  • Build and preserve family wealth and financial security
  • Diversify their portfolio to lower risk
  • Minimize income taxes and estate taxes
  • Collaborate with a financial advisor to accomplish their objectives

More Manageable Life Transitions

Some life transitions, such as career change, are planned. Others, such as job loss or divorce can be sudden and unexpected. A common thread running through most transitions is that informed decisions need to be made while juggling responsibilities and charting unfamiliar water. We can help smooth the way through these common life transitions:

  • Wanting to gain a clearer view of your financial picture to achieve greater control over your future
  • Planning for retirement
  • Dealing with the financial aspects of birth, death, elderly care, disability, and divorce
  • Changing jobs and transferring benefits
  • Starting a small business
  • Preparing to meet an attorney or accountant
  • Buying a home
  • Wanting to talk to your spouse about money
"If you don't design your own life plan, chances are you'll fall into someone else's plan."
Jim Rohn