Who We Serve

We work with retirees, pre-retirees, and adult children helping their parents.

Many of our clients may be dealing with family finances for the first time resulting from a life change, such as death, divorce, retirement, incapacitation or death of a loved one. Other life changes that might require our expertise include people who have received a financial windfall, such as an inheritance, legal settlement, lottery award, or have sold a business.

Our charitable planning clients include individuals and families that want to make the world (or a little part of it) a better place.  These clients may want to do more with their gifts to non-profit organizations than they are currently doing, or they may want to learn how they can add charitable planning strategies into their financial plans.

We always welcome referrals!