What We Do
We Work for You
Your investment, insurance and financial plan should be a reflection of you; your hopes, dreams & goals. We endeavor to completely understand your financial goals & objectives, then build a highly sophisticated plan to help you realize what is important to you.
Although each situation is unique, these are some of the more common things we help our clients with:
- Reduce the risk created by owning and/or working at a startup or business.
- The riskiest asset in your "portfolio" is typically the startup in your life. We help reduce, reallocate, and diversify the risk's created by this illiquid asset.
- Produce consistent investment income on assets that you have as a result of selling your business, also known as a liquidity event.
- You've sold your business, we help you design an income strategy with the proceeds from exiting your company that will help you maintain your lifestyle.
- Retirement income strategies for people who want to retire before the traditional "at 65" model.
- Why wait till you are "65" to retire? We help you plan for an earlier retirement.
Have specific questions? Thinking about working with an adviser? Please contact us to have an introductory chat!