Determining your needs for financial planning services isn’t like reading a menu and selecting the items you’d like. This isn’t a restaurant! Instead, it’s our job to help you determine which services will benefit you most throughout your financial journey. And since your needs are always changing, so will the services you require.

That’s why we believe it is far more important for you to identify which phase of your financial life you’re in today.


So, Who Is Your Client Dopplegänger?

Are You An Emerging Affluent?

You have great wealth potential based on your career development, the possibility of an inheritance, and your long-term investing time horizon. You’re on the up and up, and we’ll help you find the ladders that get you closer to your goals.


Are You A Maximum Accumulator?

You are at the peak of your career earnings potential. You have a strong desire to capitalize on their saving and investment capabilities. These are the years that dictate the quality of life you enjoy in retirement. Now is the time to make sure you reach as high and as far as possible.


Are You Entering The Retirement RedZone?

Welcome to your critical savings years. Typically within five years of your retirement, this is the time to begin identifying strategies for the distribution phase of your life. It’s a time in your life when your risk metric begins to shift. You’ve saved, you’ve invested, you have taken on reasonable risk to grow your assets, and now, it’s time to protect what you have worked so hard for.


Are You Already Enjoying Distributions From Your Assets?

You have started taking withdrawals from your investments to complement your income needs in retirement. Maintaining the lifestyle you are accustomed to in your distribution years requires careful investment planning, tax planning, and legacy planning. We’ll help you make important determinations about where to draw from, how much to draw, and when the best time to do so is.


Were You Able To Identify Your Dopplegänger?

Yes? Great! The truth is, regardless of which phase you are currently in, we always take the time to understand you and your whole financial picture. Working together, we can help optimize your financial security by choosing the right investment vehicles at the right time in your life. 

We aim to always take into account your future goals, your time horizon, income requirements, and tax implications, and offer custom-tailored advice based on your unique situation. Depending on your needs, our wealth management consulting can include the following services:

  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Asset Protection Planning
  • Long-Term Care Planning
  • Personal Net-Worth Evaluation
  • Charitable Giving
  • Life Transition Solutions
  • Income Tax Strategies/Reduction
  • Legacy Planning

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