Individuals and Families
Many of our clients are individuals and families. For those already in retirement, we provide ongoing advice to help them enjoy the lifestyle they imagined. For those who are still saving, we talk often to make sure goals and circumstances are still the same, and change course as necessary. In all cases, we maintain consistent oversight of their portfolios, matching investments to each client's timeline and tolerance for risk.
For clients who's estate plan includes wealth transfer, we often work with multiple generations within the family. Our clients take comfort in having a common thread who understands their financial wishes and can help carry them out.
Regardless of which stage you are in, our experienced advisors are happy to help. With thoughtful planning and frequent communication, we help you remain on track no matter what your goals may be.
Small Business Owners
We also work with small business owners. As a business owner, one of the most important things you can do for yourself and your family is to set up a retirement plan. We know that this may be daunting, but the longer you wait, the more you will have to save in order to meet your retirement goals. Our advisors have worked with many business owners just like you and can help navigate you through the process.
We will take the time to learn about your business and your goals, make sure you understand the different types of plans available to you, and help select the one most appropriate for the company.
If you have employees, it may make sense to choose a plan that allows them to participate. If needed, we can provide education materials or employee seminars to help them understand the plan and the benefits of participating.
We know you are busy and we're happy to offer whatever level of support you need. Because we are a fiduciary, you can rest assured that we will have the best interests of you and your company at the forefront of everything we do.