Helping Senior Professionals Secure, Grow, and Protect Their Wealth
Personalized wealth strategies and guidance to optimize cash flow, manage investment portfolios, plan for retirement, minimize taxes, and secure legacies for the next generation. Smart, tailored strategies to eliminate student debt, start investing, and build lasting wealth – step by step.
Overcoming Wealth Management Challenges Faced by Senior Professionals
Offering comprehensive financial planning services, from cash flow management and tax optimization to investment strategies, estate planning, and securing your legacy for future generations.
1
Cash Flow Planning
Efficiently preserving and transferring wealth to the next generation, while strategically addressing estate tax implications and ensuring your legacy is protected.
2
Tax & Bonus Optimization
We collaborate with you to understand your income sources and bonuses, developing strategies to minimize tax exposure and maximize your take-home value.
3
Portfolio Management
Creating a comprehensive Asset Allocation Plan and Policy Statement to effectively manage multiple investment accounts, balancing risk and performance to achieve your long-term financial goals.
4
Concentrated Wealth
Overexposure to a single company’s stock can significantly increase portfolio risk and expose investors to substantial loss if that company’s performance declines.
5
Children’s Education Funding
College costs are at an all-time high, with some private schools and out-of-state tuition nearing six figures annually. Even in-state options require substantial savings and cash flow, and costs rise quickly with multiple children.
6
Retirement Planning
Ensuring your income from retirement plans, investments, and other sources is sufficient to maintain your current lifestyle and comfortably support the next phase of your life.
7
Estate Planning
Efficiently preserving and transferring wealth to the next generation, while strategically addressing estate tax implications and ensuring your legacy is protected.
Navigate Career Transitions After a Severance Package
Navigating Severance Packages While Planning Retirement, Career Moves, or Starting a Business and Supporting College-Aged Children.
Secure Your Future with Expert Advice for Senior Professionals
We work with you to create wealth strategies for growing your wealth, planning for liquidity events and exits, and managing risk to secure your financial future.
Tax & Compensation Planning
Optimize your executive bonuses, deferred compensation, and stock and incentive plans for improved tax efficiency.
Wealth Strategies & Coordination
Optimize your executive bonuses, deferred compensation, and stock and incentive plans for improved tax efficiency.
Retirement & Legacy Planning
Optimize your executive bonuses, deferred compensation, and stock and incentive plans for improved tax efficiency.
Investment Oversight
Optimize your executive bonuses, deferred compensation, and stock and incentive plans for improved tax efficiency.
Take Control of Your Financial Future Today
