Team profile


Our approach

We help our clients focus on preparedness – and not trying to predict what’s going to happen – so whatever the outcome we are as ready as we can be.

  • Preparing this way helps to reduce stress which then in turn also supports our psychological and physical health.
  • This is about focusing on what we can control. The only thing we can really control is our (own/individual) behavior.
  • We use a money philosophy to help our clients focus on what they can control and be in the best position to make financial decisions that their “future self” will thank them for.
  • We hold regular strategic team meetings and hold each other accountable to the entrepreneurial mindsets and behaviors we need to dedicate to this culture because everything that happens "Front Stage" for our clients must be supported by excellent "Back Stage" teamwork.

Areas of focus

  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies