Who We Serve

Young professionals

Becoming financially independent can be exciting and rewarding but it can bring new, unfamiliar challenges. You may be facing decisions about your salary, employee benefits, retirement and savings accounts, setting up an emergency fund as well as college loans and other types of debt. You may also be at the point where you are starting to look to the future to build a nest egg for a wedding, home or family.

Mid-Career 40’s and 50’s

At this stage you may be single or married, have a home or condo and have young children. You are established in your career and are beginning to think seriously about your financial plan or lack of one. Some of the questions you may be facing are:

  • Will I be able to retire and when?
  • How do I balance helping out my parents, saving for my children’s education and still save for my retirement?
  • What are the best options to save for college and how do we position ourselves to maximize potential financial aid?
  • What type of insurance do I need?
  • Is my family protected if something tragic were to happen to me?
  • Is now the right time to re-finance my home or should I consider pre-paying my current mortgage?
  • What is the best way to invest the inheritance my Mom has just left us?

Approaching retirement or newly retired

You have made it to the point where you no longer have to work full time for a living. At this stage you may be asking yourself the following questions:

  • How do I make sure that I do not run out of money for retirement?
  • When should I start taking my social security?
  • Do I have enough insurance protection to help me if I become sick or injured?
  • My husband has always handled our finances. How can I get more comfortable making these decisions?
  • Will I owe estate taxes and should I be concerned with probate costs?
  • Who will make decisions regarding my health and financial well-being if I become incapacitated?

Having a partner who has your best interests in mind can help you address these and other of life’s complex issues. Working together we can develop a plan that will enable you to spend less time worrying about money matters and more time enjoying life.