Our Clients

Our clients tend to be in or nearing a life transition event, most often retirement. If you are like most of them, you may be asking yourself one or more of the following questions:

• Am I on track to retire? If not, what steps do I need to take?

• How much can I safely spend once I stop working?

• How should my portfolio be invested now and throughout the various stages of life?

• Are there strategies I should be considering to save money on taxes?

• How do I plan for the sale of my business?

• How do I maximize Social Security benefits?  How does my state pension affect Social Security?

• What is the optimal way to make charitable contributions based on current tax laws?

• What strategies should I consider to efficiently transfer assets to my beneficiaries?

• I’d like to stay in my home as I age. Is this the best plan?  What else should I consider?