Who We Work With
Everyone.
Individuals
Meet Allison
Allison is a millennial who recently made partner at a prestigious law firm and specializes in real estate transactions. Allison spends as much as she makes and in spite of her high income has not been able to save for her long term financial goals. In meeting with Allison, we educated her on the concept of paying herself first and setting aside money for a rainy day. We incorporated tax mitigation strategies as well as budgeting skill sets. Allison now owns a house, has set aside money for retirement and is on the pathway to financial independence and security.
Families
Phil is head of business development for a technology company and his wife Hannah works for a nonprofit. They have been married for 18 years and have two teenage children. They live in a modest home that they have recently outgrown and are itching to make a move. Their daughter Katherine is 15 years old and their son Greg is 13. As college is right around the corner their primary concern is making sure their children are well educated; however, they also would like to upgrade to a new home if at all possible. After much analysis, we structured a way for Hannah and Phil to not only pay for their children’s college education but also upgrade to their dream home.
Entrepreneurs
Jake is part owner of a food company that organizes and produces spectacular catering events. Recently he was given the opportunity to buy out his partners and subsequently put all his money into his business. Jake is married with two beautiful girls and lives in a nice house in the outskirts of New York. Unforeseen circumstances could not have prepared him for what came next. Upon his most recent visit to the doctor, he learned that he was diagnosed with aggressive MS. This unforeseen event created a great amount of anxiety and heartache within his family for not knowing what the future held. With proper planning and strategic asset protection we guided Jake and his family through this life challenge.
Retirees & Empty Nesters
Meet Scott
Scott has been a doctor at a prestigious hospital for the past 35 years. He and his wife Emily are empty nesters and live a modest lifestyle in sunny California. Scott’s desire is to travel the world with his wife and play with his grandchildren. After working so hard for so long, Scott is anxious to know IF and WHEN he will be able to retire. His house is owned outright, and Scott has done a good job securing his financial future by setting money aside in his 401(k) plan. After communicating Scott’s desires and knowing his fixed expenses, we developed a plan in an effort to allow Scott to retire comfortably in only two years. Fast forward to today, Scott is touring Europe with his wife Emily.
Employees
Meet Robin
Robin is an independent woman in her mid 50’s and has started to show signs of dementia. She lives alone and is nervous about outliving her money. Most recently, Robin has required help in the home as well as with daily activities. Her primary objective and biggest concern is that she does not want to be a burden on her family as she has been self-supportive her entire life. In collaborating with her CPA and recommending an estate attorney, we collectively created a plan focused on protecting her and her assets in the future.
These are hypothetical examples and are not representative of any specific investment recommendation. Results may vary.