Helping People Like You
So they can spend more time with the people they love and the activities they enjoy, our clients rely on us to help them navigate their changing financial landscape and life events. Retirees and busy executives find our independence and more than 30 years of experience particularly valuable.
Retirees
We help retirees and those nearing retirement optimize pension payout options, assist with company retirement plan rollovers, develop a retirement income plan, maximize Social Security benefits, and minimize income taxes and Medicare premiums. We manage required minimum distributions, evaluate the benefits of a Roth conversion, and develop an appropriate plan of care for your long-term care needs.
Busy Executives
We help busy executives manage their company stock options, RSUs, deferred compensation plans, and maximize employer plan contributions while developing a sound investment strategy for these accounts. Executives transitioning between employers count on us to guide them through benefit and relocation decisions. We also help executives avoid unpleasant tax surprises due to annual bonuses and stock-based compensation.