Our financial planning clients include medical professionals, educators, nonprofit leaders, artists, and writers. Often, they have a passion for contributing to the health and well-being of their communities—a value we share.
Clients who have worked diligently over time to accumulate assets seek the comfort of knowing they won’t outlive their resources.
Clients who have inherited wealth often want to consider estate planning that will allow them to steward their assets into the next generation. A financial plan can provide comfort in shouldering the weight of this responsibility.
Many clients have a desire to invest in sustainable, socially responsible (green) investments. For these clients, we seek a strategy that considers both financial return and social impact.
How we help our clients:
Doctors, Medical Professionals
- Pension and deferred compensation benefits
- Retirement income options