Women in Transition
We understand what keeps women up at night related to money. Our firm was founded by a woman, to serve women, so that women can achieve the financial freedom they dream of.
COMMON CONCERNS
Am I saving enough?
Am I investing properly?
What if I am divorced or widowed?
How do I handle my inheritance?
How can I help my family?
Am I making the right decisions?
- Work with a female advisor that understands you and your needs
- Help you explore what matters most to you
- Cash flow planning
- Map out what retirement can look like for you
- Build portfolios you are comfortable with and help you achieve your goals
- Provide guidance and support on planning for all generations
Multi-Generational Families
Often, we are not just planning for ourselves. We are planning for our parents, children, and even grandchildren. The decisions we make today impact those we love most. We understand the complexities that go into proper generational planning.
COMMON CONCERNS
Am I being a good family steward?
Are our portfolios positioned well?
Are we minimizing taxes and cost?
Is our estate plan good enough?
What gaps am I missing?
Will I avoid estate taxes?
- Explore your family dynamic and history to better understand your goals
- Build portfolios that facilitate your generational planning needs
- Provide guidance on establishing a proper estate plan for your family
- Implement lifetime taxation reduction strategies through generations
- Build financial plans with each generation in mind
Early Retirees
Achieving the dream of retiring early means your financial planning strategy is ready for a shift. We are experts in navigating this exciting time for our clients.
COMMON CONCERNS
Will I outlive my nest egg?
How do I plan for health insurance?
How do I optimize Social Security?
Do Roth Conversions make sense?
What should my investments look like now?
Should I finally start my own business?
- Run retirement projections that consider worst, and best case, scenarios
- Explore your health insurance options with you
- Determine the optimal time to start taking Social Security benefits
- Run annual Roth Conversion analysis and other tax reducing strategies
- Build your portfolio to support your lifestyle needs and risk tolerance
- Explore the impact of passion projects
Business Owners
Owning a business can be a very lucrative and rewarding experience. How to approach saving for retirement, and ultimately your exit strategy, takes a lot of planning and preparation. Having the proper advice and guidance is crucial for long term success.
COMMON CONCERNS
What retirement plan options do I have?
Should I sell my business?
What professionals do I need in preparation of a sale?
Am I doing proper tax planning?
Am I protected from liability?
Do I have enough insurance?
- Run retirement projections based on proposed exit strategies
- Build retirement plan strategies for the self-employed
- Connect you with “The Dream Team” for when you are ready to sell
- Provide advice for key man, injury, disability, liability, or death insurance
- Provide tax savings strategy advice specific to business owners
