Who We Serve
Pre-Retirees and Retired
Preparing for retirement includes many factors such as longevity, spending strategy, tax, inflation, portfolio managment, healthcare, estate planning and many more. We help clients gain clarity and confidence in their planning by taking a comprehensive approach and provide education on the various topics and strategies. We start by understanding your goals during the next chapter of life and then create a unique retirement plan that includes all of your resources. We'll spend time on each resource to ensure it's optimized and works with the overall comprehensive plan.
Corporate Employees
Our clients work for Fortune 500 companies such as 3M, Boston Scientific, Target, United Healthcare, Medtronic and many others. Each year, they face a number of decisions regarding their company stock options, restricted stock units, pension benefits, retirement accounts and benefits. Our goal is to simplify the process and maximize our client's compensation packages to ensure they are as effective as possible.
Business Owners
Business owners face a unique opportunity as personal and business financials are often intertwined. Our clients also find that they reach a point where they're spending their time working as the CFO and head of HR, rather than concentrating on growing the business. We can help differentiate the business and personal planning, while understanding that they may often coincide to help you reach your goals.