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Who We Work With

Grandparents and Parents with Kids

We work with people who...

  • Wonder are they going to be ok? Are they doing the right things?
  • Have complex lives and a desire to simplify and organize their financial house
  • Want to optimize income and employer benefits in a tax advantaged way
  • Are savvy enough to figure out a lot on their own, but ready to outsource expertise, execution and efficiency
  • Are looking for feedback on their retirement trajectory, how to turn assets into income and how to stay on track over time.

They are open and interested to learn about...

  • Managing the impact of taxes strategically
  • Strategies to optimize financial capital
  • Mitigating risks that can derail their plan

Financial Representatives do not render tax advice Consult with a tax professional for tax advice that is specific to your situation