Client Profiles.

Story: Mr. Engineer is considering retirement after 35 years of service in the Energy industry, but they want to clearly understand what lifestyle they can afford and how to put together a tax-efficient retirement income strategy in complement with prudent investment advice.

With his pension, 401(k) and company stock, they feel they have accumulated enough assets to retire, but they want to construct a strategic plan with more certainty around this major life change. They are also concerned about their out-dated estate plan.

How We Help: We would craft a custom, comprehensive Financial Plan for a one-time fee that focused on tax-efficient distribution planning, construction of a long-term portfolio allocation, and the modeling of retirement spending/gifting parameters to enable them to pursue their retirement vision.

A long-term relationship focused on annual tax, investment, and situational planning could add significant long-term value and lower stress, so we may continue to advise them on an ongoing basis.

Story: Mr. and Mrs. Family have been great savers, but they want to ensure their resources are at their highest and best use going forward. 

Mrs. Family is a Physician, while Mr. Family is a successful engineer. They paid off their student loans, bought a house, and had three children in the past 10 years. Both of their jobs have great benefits, retirement plans, and stock plans they’d like advice on, but they know they could be more effective if they had a strategic financial plan with actionable advice.

How We Help: We would craft a custom, comprehensive Financial Plan for a one-time fee that focuses on prioritizing cash flows for retirement, education and a potential second home to enable them to focus more on their work and family.

A long-term relationship focused on annual tax, investment, and situational planning could add significant long-term value and lower stress, so we may continue to advise them on an ongoing basis.