First generation wealth creators begin their financial journey from scratch, often with very limited resources. Our specialties are managing wealth for medical and healthcare professionals, public company employees and business owners. Some clients will also experience a windfall event. If this sounds like you, let us build a plan around your needs and help give you confidence that you can achieve financial freedom.
Medical and Healthcare Professionals
The unique financial needs of medical and healthcare professionals. From physicians, nurses, pharmacists and other healthcare workers, we understand the challenges of balancing a demanding career with the complexities of retirement planning, investment management and estate planning. Whether you're pondering to draw a lifetime payout or lump sum rollover, allocating funds within your retirement plan that matches your risk tolerance or deciding who to name for your healthcare decisions when you are not able to do so. Our tailored strategies help you build, grow and protect your wealth, so you can focus on what matters most: your patients and your practice. Let us provide the expertise and personalized service you need to plan for a prosperous future, with solutions that work for your lifestyle and goals.
Public Company Employees
Managing money for public company employees. From directors, executives, managers to operations, we understand the challenges of balancing long hours in your career with the complexities of tax optimization, navigating compensation and education planning. Whether you're navigating stock options, 401(k)'s, or new jobs offers, we offer expert guidance to help you optimize your financial strategy. Our customized approach is designed to align with your career trajectory and long-term financial goals, giving you the tools to grow and protect your wealth. Let us provide the insight and support your need to make the most of your benefits and secure a bright financial future.
Business Owners
Building wealth for your company. Business owners have an added responsibility to themselves and their employees to ensure financial stability for years to come. When others’ futures are on the line, many companies turn to financial firms for guidance to help bear the burden. Whether your business is in startup, growth or exit stage, we can help tackle your needs from setting up a line of credit, opening up group 401(k) plan or getting a succession plan in order. If this sounds like you, rest assured we have worked with many business people over the years and are confident we are able to help you and your employees plan for success. We're committed to the financial independence of every client we serve, and our goal is to help with a lifetime of cash flow for generations.
Windfall Event
A windfall event refers to a sudden or unexpected gain of money, such as an inheritance, a legal settlement, or a financial gift. While these events can be exciting, they often come with a range of financial and emotional considerations. With our 17+ years of experience helping clients accumulate and transfer wealth, we have built roadmaps to navigate the complexities of transitioning assets from generation to generation. Our team works closely with you to create a comprehensive strategy that addresses tax considerations, investment opportunities, and your long-term financial goals. We are here to guide you through this pivotal moment, ensuring that your newfound wealth is used wisely to help with financial stability and peace of mind.