PERSONAL AND FAMILY
The most critical period in an individual’s financial life is typically the five years prior to and five years after retirement. We help these clients financially prepare, transition into retirement, and establish an income stream that fits their resources and lifestyle. We work with our clients to maximize efficiency through tax and distribution strategies to provide flexibility in their financial plan.
Business owners and human resource professionals are often overwhelmed by administrative issues and blindsided by fiduciary issues caused by their company retirement plan. We help fix these issues, and work as a co-fiduciary if necessary.
The final step in the entrepreneurship cycle is the transfer or sale. We help the business owner organize and work towards a transition that is beneficial to themselves and their family.
INSTITUTIONAL ASSET MANAGEMENT
Board members of charities, agencies, and foundations have a fiduciary interest in protecting the capital of their institution’s portfolio. We help board members manage the RFP process, develop sound investment policies, and ultimately manage the risk in their portfolios.