Who We Serve
Doctors and Dentists
Income can come from many different sources including salary-based, profit-sharing, performance-based, ownership and many others. The way this group is structured can add to the complexity of your wealth management plan. We are here to help you feel confident that your wealth is secure and optimized with income protection solutions and tax strategies. We help guide you with holistic and financial planning to show what’s possible.
Family Business Owners
As a family business owner, your personal wealth interlaces with the success of your business. Your relationships between personal and business assets can make it difficult to separate. Taxes tend to control the decisions on how and when to liquidate. It is vital to establish a succession plan so you can feel comfortable getting to and through retirement. We are here to help you put together a comprehensive plan and meet your business and family goals.
As a retiree, we assist in identifying what financial independence means to you and guide you with a holistic and financial plan to show you what’s possible. We will help you by creating a uniquely designed distribution plan. This would include all matters such as, Medicare, Social Security decisions, Estate Planning, and many others.