Our clients represent a wide range of occupations, each with unique goals, desires and situations. We take each of these into consideration when developing individualized strategies to precisely fit each client. With personalized guidance, we apply our knowledge and insight to the specific issues and needs of each individual in a manner that is aligned with what is right for them. 

Business Owners

Entrepreneurs have a lot to plan for, and it’s easy to get caught up in the daily management of your company and overlook your personal finances. We take the planning out of your hands and help you focus on what matters. From an exit strategy to estate planning, we focus on your financial well-being so you can run your business and your home. 

Physicians

As a healthcare professional, you’ve worked hard to help others. We work hard to help you. We understand your unique needs to manage education debt, protect yourself against liabilities and other risks, maneuver the ever-changing healthcare system, and pursue financial independence. We help by creating strategies that address these needs, as well as your personal financial goals — everything from college funding for your little ones to your estate plan. You can rely on us to help manage your hard-earned wealth.

Executives

With increased seniority often comes increased complexity–from a larger investment portfolio to a complicated compensation plan–and less and less time to manage it. Drawing on enhanced financial tools, we take the time to analyze your specific financial concerns to help create a plan to achieve your goals, leaving you with more time to be present in the office and at home. 

Women

Women’s challenges when planning for the future are far different than those faced by men. One of those challenges is overcoming the taboo that women can’t talk about money. We want women to feel not just comfortable talking about money, but empowered. 

Women who are single, widowed, or divorced face the challenge of identifying the needs that must be addressed today while working toward tomorrow’s goals. We help arm you with the knowledge and tools that you need to have as a woman dealing with your own finances. 

Military

Military families have served our country with pride, and we proudly serve them. While military retirement benefits and insurance options are often very complex, we patiently and thoroughly work with you to build a financial plan that fits the needs of your family. We provide:

  • A review and analyses of defense contractor benefit options 
  • An analysis of your military pension 
  • Tax planning
  • Identification of options for the allocation and distribution of Thrift Savings Plan (TSP) assets