There's nothing typical about our clients.
They all have unique backgrounds and financial challenges, but they tend to be one or more of the following:
Mid-Career Professionals
You are enjoying career success and are making more money than you ever have before. At the same time, you’re raising a family and thinking about future goals such as supporting your children’s education and saving for the next step or your eventual retirement. Together, we can make sure you feel confident you’re on a path that can help enable you to enjoy your success today while saving enough to secure your future.
Common questions include:
- How much should I be saving for retirement?
- How do I make sense of my employee benefits?
- How do I balance paying off debt, funding my future, and living fully today?
- How should I budget for variable income?
- What can I do to help secure my children’s future?
- How might my finances change as I move up the ladder in my career?
Business Owners
You have worked hard to build a successful, growing business, but you’re not quite sure how to balance between investing in your company and ensuring your personal finances are on the right track. You seek financial expertise that pulls together your professional and personal wealth.
Common questions include:
- What can I do to reduce my taxes?
- How do I know when it’s time to invest back into my business or invest in other opportunities?
- Which retirement plan is right for me?
- How should I manage and plan for income distributions?
- How can I insulate my family from the ups and downs of my business?
- Will I be able to sell my business to support my retirement?
Residential Real Estate Investors & Professionals
You're in the ever changing world of real estate, living through the cycles, growing your network, and seeking your next deal. Similar to the business owners, you're not quite sure how to balance living in the now, and planning for what's next while keeping capital available to fund your next deal. You seek a financial professional with hands-on experience in real estate investing to help you plan your next steps.
Common questions include:
- How should I budget for variable income?
- How do I manage and use debt appropriately?
- What's the best business structure to hold my investments?
- What's the best way to reduce my tax liability now, and later?
- What's a self-direct IRA, and is it right for me?
- I'm a buy and hold investor with long-term rentals, how do I get started in short-term rentals?