WHO WE SERVE

GOOD PEOPLE!

Above all else, we work with individuals and families we genuinely enjoy and have mutual respect for. Our best relationships are built on trust, communication, and a shared commitment to doing things the right way.

RETIREES & PRE-RETIREES

If you’re retired or within five years of retirement, you’ve spent decades building your nest egg through disciplined saving and thoughtful decisions. Now comes a new phase—and with it, a critical question:

How do you confidently manage your wealth as you transition from saving to spending?

This transition is fundamentally different from anything you’ve done before and introduces new considerations around income, taxes, and risk. Having a thoughtful plan — and a trusted advisor who specializes in retirement income planning — can help you move forward with clarity and confidence.

BUSINESS OWNERS

As a business owner, your financial life is uniquely complex. Personal and business finances are deeply intertwined, income often fluctuates, and a significant portion of your wealth may be tied to your company.

Whether you’re focused on growth, improving cash flow, or planning for an eventual transition or exit, we help business owners cut through the noise and leverage their resources to achieve their life goals.

YOUNG PROFESSIONALS

Your 20s, 30s, and early 40s are filled with life-changing decisions—many of which shape your financial future. From managing student loans and buying your first home to maximizing your employee benefits and starting to invest, you’re building the foundation for everything that comes next.

We believe younger professionals deserve thoughtful guidance early on — when time, consistency, and good habits matter most. Our role is to help you make confident decisions now, so you’re positioned for greater flexibility and opportunity later.

TEACHER & STATE EMPLOYEES

As a teacher, public school administrator, or state employee, you have access to valuable benefits such as defined-benefit pensions, retiree healthcare options, and long-term job stability. These benefits create opportunity, but also introduce unique planning complexities.

Whether you’re navigating STRS, OPERS, or another public retirement system, the decisions you make can have a meaningful impact potentially worth tens of thousands of dollars over your lifetime. We help you understand your options, coordinate benefits effectively, and make informed choices to maximize what you’ve earned.

If these questions resonate, we invite you to start a conversation — with no cost or obligation.