Ideal Clients
We work with individuals seeking to find guidance and efficiency in their financial lives by understanding where they are and where they are going. Planning opportunities and changes present themselves as this depth of understanding is built. We work with individuals in a wide range of ages and circumstances.
We often work with business owners because our understanding of entity setup and structure coupled with tax planning. Many times we have identified significant shifts in how these owners are currently managing their business and have uncovered significant maximized savings.
Because our firm has advisers from many different age categories, we have found that many times we end up working with clients’ parents, children, and grandchildren. We consider this to be a high honor to be trusted to see plans executed for families across many generations.
Many of our advisors are active in the their faith and local communities. As a result, many times clients have similar goals and planning naturally leads to implementing giving techniques such as donor advised funds (DAF), qualified charitable distributions (QCD), and private foundations.
When we work with business owners, often they will ask us to review their company’s retirement plan offerings and optimize what they are doing to help their employees. We can educate on plan design, setup and administration.
