Who Do We Serve?
Professionals & Business Owners
(ENGINEERS)
Resourceful and critical thinking have made you successful in your career. You rely on concepts you learned in school and reference textbooks and guides to better understand concepts related to the problem you are solving. You appreciate the scientific method and systematic processes used to think iteratively and critically in finding solutions.
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We Guide you through life transitions when the consequences of your decisions matter most.
Life is Constantly Changing
Some changes require a change in assumptions about oneself, your relationships, and your surroundings. This requires a corresponding change in your behavior.
Transitions require smart financial decisions which are interrelated, complex and that don’t create irrevocable consequences. During these times a smart partner who is looking out for your best interest can help you understand the best path forward.Â
We have expertise in these major life transitions:
Retirement
Retirement
When is the best time for me to retire?
Will my money last?
How can I improve my cash flow?
When should I take social security?
What do I need to know about medicare?
What should I do with the stock options?
How do I make the best decisions?
Relocation
Relocation
Do we have our finances setup properly to support our new lifestyle?
How do we get established with homeowners insurance, auto insurance, a mortgage, taxes?
Do we need to update our estate documents?
Widowhood
Widowhood
What needs to be done immediately and what can wait?
How do I make good decisions when my spouse was the one who managed the finances?
What are the biggest financial mistakes that people make in widowhood?
Divorce
Divorce
What steps should I take to protect myself against potential risk?
Whatis the best investment strategy to meet my goals?
Can I reduce my tax liability?
Am I exposing myself to financial risks that I’m unaware of?
How can I create a new “best” life using money as a tool?
Second Marriage
Second Marriage
How do we coordinate our estate documents?
How do we create a new “best” life plan together?
Sudden Wealth
Sudden Wealth
How can I reduce my tax liability now and in the future?
How can I protect my family and my assets?
Should I consider a trust, what type?