Who We Work With
While everyone we work with may be on a different life path and in a different place financially, they all have something in common: they want an advisor they can trust whose advice is not colored by commission payments or conflicts of interest. They seek someone to educate them about their options and help them make informed decisions about building and protecting a rewarding and secure life for themselves and their loved ones. The typical people we work with include:
Government Employees
Benefit programs from Federal, State, and local government entities are extensive, complex, and sometimes unique, depending on your occupation, branch, post, and years of service. There are so many unique provisions and exceptions to be aware of to gain the greatest value from the benefits and programs you have earned. What pension option should you choose? How should you manage or distribute your TSP/457/401(k)? Should you keep your benefits? What about long-term care? What if you retire early? We help you gain the greatest value from your benefits and understand how they fit into your overall financial picture.
Near or In Retirement
So many decisions... you've worked hard and want to enjoy the rest of your life and not worry about whether your money will run out before you do. We help you evaluate and answer the many daunting questions: When can you retire? Will you have enough money to last? Can you enjoy the lifestyle you want? When should you start Social Security? What pension option should you choose? How do you minimize taxes? How should you invest? What about health care and long-term care costs? How do you preserve assets for heirs or charities? We provide detailed answers to help provide security today and into the future.
Career Professionals
You're established in your career and you want to enjoy your growing earnings and take care of your family while setting aside enough money for retirement and perhaps, your children’s education. How do you make good decisions to manage money and build wealth? How do you balance enjoyment today with paying down debt, building savings, and investing for the future? What can you do to prepare for the unexpected? How do you minimize taxes? We collaborate with you to pull together all the aspects of your financial life to help simplify your financial picture and give you the clarity to make informed decisions for today and tomorrow.
Employers
An employer-sponsored retirement plan is one of the most important employee benefits you can offer to your valued employees. Selecting and monitoring a qualified retirement plan can be overwhelming for even the most diligent plan sponsor. We help employers minimize fiduciary liability while maximizing investment opportunities, ensuring compliance, and helping plan participants achieve long-term financial security. With an objective and unbiased approach, we help you select, implement, and manage a qualified retirement plan that will meet your goals and objectives.
Take Control of Your Financial World
Manage your financial life on the go
Our relationship-based planning system and web-based technology solutions allow us to provide you with comprehensive guidance to streamline and improve your financial capabilities. We provide a secure, personal financial website that aggregates what you own and what you owe, all in one place, allowing you to see your complete financial picture from anywhere at anytime. All updated daily.
FEATURED IN
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