Affluent Individuals Over 50
We work with affluent individuals over 50. Together, we’ll create a personalized plan to help you secure a comfortable and fulfilling retirement. Our services best suit those with investment assets of $500,000 or more.
Women Over 50
Are you a woman over 50 looking for a financial advisor who truly understands your unique needs? For women, retirement planning can be much more challenging than for men. The gender pay gap, time out of the workforce to raise children, resulting in lower retirement plan balances, and many other factors make retirement planning for women a daunting task. Whether single, married, divorced, or widowed, I'll provide the personalized guidance and support you need to create a secure and fulfilling retirement and leave a legacy if that’s your goal.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.