We’re Ready to Help You
We work with young high-earners, those with substantial assets to invest, and ultra-high net worth individuals.
Assets $0 – $100K
You’re just starting out, congratulations! It’s time to lay down the groundwork. Do you have a plan to pay off student loans? Have you started a systematic savings program? Have you protected your most valuable asset – the ability to earn a living?
Ages +/- 30 – 40
Assets $100 – $300K
You are starting to accumulate some wealth. Maybe you’ve started your own family. Let’s set the framework for a sound retirement. Let’s create a process to track and increase your retirement savings. Should we discuss college education funding?
Ages +/- 40 – 50
Assets $300 – $800K
You are well on your way! Let’s talk about tax efficiency. Do you have a plan to help reduce debt? Are you tracking well for funding both retirement and college education? Should we help simplify the growing complexity of your financial foot print?
Ages +/- 50 – 60
Assets $800K – $2.5M
You might be an empty-nester. You could be closing in on retirement. Let’s start thinking about converting assets to cash flow generation. Let’s start to discuss your Social Security choices. How do we deal with health care after retirement, after Medicare? Let’s zero in on your unique retirement goals.
Ages +/- 70 – Plan End
Congratulations on a life well planned! How will your required minimum distribution affect your tax bracket? Do you want to help fund your grandchildren’s education? Are your assets well positioned and preserved? Would a prolonged illness hurt your wealth? Do you need a plan to help smoothly transfer assets to your heirs?