Executives & Professionals

Client Centered

You are busy maximizing your career and specializing in your area of expertise. Often this leaves limited time to think about or optimize your financial strategy. Our team's passion is to optimize your financial plan helping you to get the most out of the money you work hard to earn and freeing up time to spending with those you love and on activities you enjoy. Areas we commonly focus on with executives include:

Comprehensive Financial Planning

Everything starts and is coordinated through our financial planning process. In order to optimize your financial situation, we first have to understand it and that happens through our four-step advisory process.

Tax Minimization

No one wants to pay more in taxes than is absolutely necessary. We actively look to minimize your taxes in coordination with your tax advisor or CPA

  • Maximizing your deductions
  • Gifting Strategies
  • Coordinate employer provided retirement accounts, HSA, stock options, and deferred compensation plans
  • Partner with your tax advisor or CPA coordinate strategies if desired

Investment Strategy

Historically institutions have been able to outperform the average investor. As such, we take an institutional approach when is comes to managing your investments.

  • Risk Assessment: We will actively discuss your investment objectives, risk tolerance and time horizons to determine an investment strategy that is appropriate for you.
  • Four Step Process: Once we have completed your risk assessment we will implement our four-step investment process.
  • Investment Expenses: We look to keep investment costs low while also maximizing your investment returns.

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