People and Families

We help you build your legacy across generations.

No matter which stage of life you are in, we will be your confidante and advocate for all things financial.

We love that we are in the people business. Whether you’re a Millennial or a Baby Boomer, Generation X or from the Silent Generation, we are devoted to supporting you.

From preparing you for what you don’t yet know to helping you tackle unexpected or first-time issues as they arise, we employ our ClearPath Formula™ to help you stay on a clear path to accomplishing your goals throughout your seasons of life and ever-evolving needs. (Learn more about our ClearPath Formula™ here.)

Individuals

Throughout all of life’s transitions, we help you to understand your options, focus on what’s most important, and take next steps.

A sampling of matters we help with:

  • Providing guidance on steps to take after a job promotion or raise

  • Maximizing employer and individual retirement savings

  • Retirement planning to ensure your financial security throughout your golden years

  • Saving for and funding major expenses, like buying your first home or rental property, or pursuing a graduate degree

  • Layoffs and career changes

  • Separation and divorce

  • Death of a spouse or partner

  • Death of a parent

Multi-Generational Families

Combining homes and lives, marriages, births of children and grandchildren, job changes and promotions, graduations, and celebrations (just to name a few!) — we help you plan for life’s most cherished milestones while guarding against the unexpected ones.

A sampling of matters we help with:

  • Family financial planning for newly married couples and blended families

  • Education funding strategies

  • Planning for financial independence, retirement or otherwise, so you can have confidence that your money will last as long as you need it to

  • Tax-efficient retirement income planning

  • Specific-goal planning for things like paying for a future wedding, buying a vacation home, or planning a milestone anniversary party

  • Evaluating pension payout options available at retirement

  • Business succession planning

  • Estate planning that is relevant for people of all ages, young and old

  • Insurance planning to reduce potential financial burdens arising from an unexpected loss of income

Professionals and Executives

Busy professionals and executives have their plates full. You have your job to do, and we have ours — we take the responsibility of managing your own wealth off your plate so you’ll have one less thing to worry about.

A sampling of matters we help with:

  • Interpreting your employer’s stock option package and related  tax implications

  • Guidance for maximizing your retirement and other tax-deferred savings options available to you through your employer

  • Guidance for choosing voluntary group benefit options available to you through your employer

  • Tax-aware investment strategies customized for your individual circumstances

  • Advanced estate planning strategies

  • Legacy planning

  • Charitable giving strategies