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Our Clients

Our best clients are those that are open to education and creating a client-advisor relationship. We build relationships built on trust and work with our clients through every phase of their life journey.

Through our unique pricing structure, we are able to serve a wide range of clients and help with all of their financial planning needs.

We specialize in working with:

Young Professionals

Young Professionals

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Young Families

Young Families

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Suddenly Singles

Suddenly Singles

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Blended Families

Blended Families

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Empty Nesters

Empty Nesters

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Special Needs Families

Special Needs Families

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Business Owners / Entrepreneurs

Business Owners / Entrepreneurs

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Executives

Executives

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Foreign Nationals

Foreign Nationals

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Philanthropists

Philanthropists

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Athletes & Entertainment Professionals

Athletes & Entertainment Professionals

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Young Professionals
Young-Professionals
  • Cash flow & debt management
  • Saving & investment planning
  • Employee or executive benefit review
  • Tax strategy
  • Premarital asset review
Young Families
Young Families
  • Comprehensive needs analysis
  • Education funding
  • Investment & insurance planning
  • Home or real estate purchasing analysis
  • Basic estate & custody planning
Suddenly Single (death or divorce)
Suddenly Singles (death or divorce)
  • Divorce financial planning
  • Spousal maintenance & child support overview
  • Income & investment planning or review
  • Advanced estate & custody planning
  • Trust utilization & funding strategy
Blended Family
Blended Families
  • Cash flow budgeting
  • Comprehensive needs analysis
  • Premarital or martial asset review
  • Asset separation strategy
  • Advanced estate & custody planning
Empty Nester (Pre Retirees)
Empty Nesters (Pre Retirees)
  • Retirement planning
  • Asset reallocation
  • Tax strategy
  • Social Security & retirement income planning
  • Estate & multigenerational planning
Retirees
Retirees
  • Social Security & Retirement Income Planning
  • Medicare, Medigap & LTC Solutions
  • Estate & multigenerational planning
  • Trust utilization and gifting strategy
  • Charitable planning
Special Needs Families
Special Needs Families
  • Understanding of financial and legal issues in special needs planning
  • Exploration of local resource or support group
  • Protect future eligibility of government benefits (SSI, SSDI & Medicaid)
  • Funding strategy for Special Need Trust and ABLE account
  • Utilization of Life Care Plan
Business Owners (Entrepreneurs)
Business Owners (Entrepreneurs)
  • Asset protection analysis
  • Tax strategy
  • Employer sponsor retirement plans evaluation
  • Key employee retention & fringe benefits
  • Business continuation or succession plan
Executives
Executives
  • Investment & insurance plan
  • Tax strategy
  • Review & maximization of executive or stock option plan
  • Advanced estate & wealth transfer strategy
  • Charitable planning
Foreign National
Foreign Nationals
  • Taxation for US person & non resident alien
  • Investment options for foreigner
  • US based insurance for foreign national
  • Estate planning for non resident alien
  • Utilization of trust or offshore entity
Philanthropist
Philanthropists
  • Maximization of tax benefits through asset selection for donation
  • Strategy to support charities you love, now or over time
  • Grow your donation, tax-advantaged
  • Compounding charitable gift by leveraging life insurance
  • Utilization of charitable trust or foundation
Athletes & Entertainment Professional
Athletes & Entertainment Professionals
  • Comprehensive financial planning
  • Asset protection strategy
  • Accelerated retirement solutions
  • Passive income investing & planning
  • Trust utilization

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