Whether you are retired or approaching retirement soon, we have your back getting through it all. As your legal business advisors, we understand the risks and responsibilities our clients face with planning all the important aspects of their legacy. We help create the opportunity for confidence by diligently reviewing your family’s wants and needs every time we connect.
While often, our clients are seeking a partnership with investment management expertise and a more comprehensive planning approach for their overall wealth management needs, we take it an extra step. We partner with your professionals to make sure your wishes are met for your goals.
Our team has the desire to know you well and understand what’s most important to you so we can offer prudent advice to get you there. One thing we hang our hats on is creating a financial plan that’s easily digestible and actionable, allowing you to enjoy your retirement with confidence.
We analyze several key characteristics of corporate executives and business owners, all of which are integral to the financial-planning process. We find there are often eight key commonalities within this group:
Financial planning for these individuals must address all risks involved with these key components to protect the individual from being derailed from their goals.
Whether you are in the midst of a divorce, changing careers, or grieving the death of your spouse, sometimes a helping hand can guide you to gain clarity and confidence in your financial life. We will partner with you on an array of important financial decisions, so you can focus on the emotional changes and planning for this new chapter ahead.