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Wealth Management Strategies for Individuals

Retirees and Pre-Retirees

You have dreams and big ideas and you will FINALLY have time to do them! You are starting something new. We provide advice for people like you. We know retirement is a lifestyle change so we will show you how to manage the assets you have saved over the years. Our reputation is built on working with people who want to make the most of their lives at every age. You have built your nest egg over time. You have earned the right to enjoy the rewards of your life’s effort. Let us show you how. That is what we do and we do it well.

Strategies for Pre-Retirees & Retirees

Managing Grief After the Loss of a Loved One

The passing of a spouse or a loved one is one of life’s most traumatic events. When this happens, evaluating your finances may take a back seat to more pressing concerns. But even amid the grief that accompanies the passing of a loved one, it is important to assess your financial situation. You’ll want to avoid making rash decisions in the days and months following your loss to ensure that you and your family have the resources you need for the future. We can provide good financial advice to be able to help you navigate this difficult time. Your success in adjusting to the death of your spouse depends on a variety of factors, including:

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Families with a Special Care Member

Special care financial planning is different. There really is not a one-size fits all financial plan because there are just too many variables to consider. Give us a call so that we can list all your variables, discuss your options, and then build an informed – and personalized – financial plan for you and your entire family. We look forward to helping you in any way we can.

Families with a Special Care Member

Preparing for Divorce

Caught up in the emotional turmoil that usually accompanies divorce, it is easy for estranged couples to overlook the serious financial issues that arise as they seek to divide up their assets and establish independent lives. But even in the midst of fraught divorce proceedings, it is important to consider the financial implications of property division, custody arrangements, and child and spousal support agreements. Even divorces that are relatively straightforward and amicable can be surprisingly complicated when it comes to dividing assets. If you are preparing to divorce, call us for advice.

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Inheritance and Windfall

Sudden wealth can come from many different avenues. You may have been notified that you will be receiving an inheritance, just won the Mega Millions, or settled a lawsuit. Perhaps you sold the gaming program you wrote for a large sum of money or you just signed a lucrative contract with your employer. We have had over two decades of experience working with sudden wealth recipients. We know how to navigate what works and what does not work. You have an amazing opportunity to create a better life for yourself and others. We want to be a part of your team that keeps you focused on the long term.

Strategies for Suddenly Wealthy

Building Wealth

Congratulations, you are part of the world’s fastest-growing and broadest wealth segment. You are most likely humble and generous while valuing your personal time. Enhancing your quality of life drives most of your financial decision-making. The challenge of juggling work demands, while nurturing family and other relationships may leave you with little time to focus on your personal finances. Your earnings are above average and you have established a comfortable lifestyle.  You want to be able to track all of your income and expenses and get more serious about your personal finances.  We can help you with your financial website, literally in the palm of your hand, whenever you want, from wherever you are. We make your life easier by providing unique services for staying organized, updated and prepared.

Strategies for Just Starting

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