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?
First take a look at how we help people build financial plans here, then you can decide if working with us if right for you.