We enjoy working with a select group of like minded individuals and families: some wealthy, some not; some in or nearing retirement and some who are just starting their adult lives; some that own closely-held businesses. We focus on helping clients make a plan and avoid costly mistakes which let’s them focus on living.
Since 2012 we have had a virtual office which allows our staff to live in Florida, Georgia, and Colorado. While we like to meet our clients in person, we also have meetings by phone and use internet meeting tools like WebEx. This has actually provided more flexibility to our clients as they can now meet with us wherever they are…and wherever we are. It has also enhanced our security as client information is “in the cloud” and not resident on any of our desktop or laptop computers. Protecting your information is important to us.
Between us we have compiled a great deal of knowledge and if we don’t know something we know who to ask. Some of our areas of expertise:
- Comprehensive Financial Planning
- Helping Clients Identify and Achieve Goals
- Investment Advice and Management
- Social Security
- Sudden Wealth
- Retirement Plan Rollovers
- Retirement Planning
- Newlyweds and Young Adults
- Closely Held Small Businesses
- Stock Options and Other Company Equity Plans
- Tax Planning
- Cash Management
- Education Funding
- Estate Planning
- Non-Traditional Couples
- Divorce (hopefully before it is finalized)
- Financial Education
We’re not for everyone. But we might be for you. Contact us for more information.