Successful Individuals
We understand that your needs are different. For example, just maximizing your 401(k) is not going to provide enough for your retirement. Therefore, we offer services to help you address your unique situation:
- Additional investment opportunities beyond traditional 401(k) plans
- Help with your deferred compensation plan
- Strategies for exercising your stock options
- Asset "location" recommendations that could help to minimize your taxes
- Tax bracket management now and in retirement
- Life insurance to help protect and preserve your wealth
- Long-term care insurance to help protect and preserve your wealth
- Estate transfer and charitable giving planning
Your day starts well before 9:00 A.M. and rarely ends at 5:00 P.M. on Friday; that is why we are here to help you along the way.