Who We Serve
Our clients come from a range of backgrounds. Many are established professionals and business owners, while others are close to retirement or are already retired. Regardless of life situation, our clients come to us because they want to maximize their resources to positively affect their families, communities, and future generations. They also tend to share certain characteristics:
Financially
Successful Families...Financially successful families typically with a net worth of $4 million-plus
…Facing Complex
Situations…Families needing a trusted confidant to help navigate, coordinate, and streamline complex financial situations
Case Studies
Worry Free Retirement
Gearing up for retirement in just 15 months, Scott and Janet do not feel completely confident. They have built up quite a bit of wealth, but reversing the process and withdrawing money is totally foreign to them.
Read MoreFinancial Planning to Accelerate Net Worth
Peter and Alice are a young family with two children under the age of three. They have general financial goals for their family, but realize that a better definition of those goals is needed if they want to achieve them. A financial plan needs to be put in place, but they have no idea how to create one or where to start.
Read MoreProactive Tax Reduction
George and Martha had no way of predetermining what their income tax liability would be each year or how future financial transactions would affect their taxes. Each spring was a surprise—they were either stressed or relieved when they found out what their tax liability would be for the year.
Read MoreSimplify Complex Financial Situations
Tom and Peg have had a hard time grasping their complex financial situation, which consists of several bank, brokerage and retirement accounts, real estate holdings in multiple states and complex company retirement, deferred compensation and stock option plans. They are very busy with their career, family and other commitments, and there is no one to help them understand the big picture and make good financial decisions on an ongoing basis.
Read MoreSounding Board for Financial Decisions
Howard and Sandy would like to purchase the vacant lot adjacent to their hill country home, which would provide additional privacy and space to enjoy activities with children and grandchildren. But what was the best way to go about doing so?
Read MoreEnhance Effectiveness of Other Advisors
With the assistance of an estate planning attorney, Gary and Carmen began to develop a complex estate plan using many trusts and advanced planning techniques. However, completion of the plan stalled as they became distracted by other projects.
Read MoreIncreased Control over Finances
Scott and Mary are frustrated by their inability to gain control over their complex financial situation. They are inundated with incomprehensible statements each month and the paperwork keeps piling up.
Read MoreSave Time and Relieve Financial Burden
Finding it very difficult to manage their finances while keeping up with their family, careers and civic and social obligations, Jeff and Cindy are beginning to feel worn down. As an additional stressor, they desire to change accountants and possibly refinance their mortgage, but don’t know who to turn to for advice.
Read MoreImprove Investment Performance
John and Judy’s investments are not growing at a satisfactory rate, worrying them that they will not reach financial independence. Even more distressing, the client is unsure what to do about it.
Read MoreEstate Preservation
Our client, David, has a problem many people would like to have: He has more money than he can spend during his lifetime. But the problem isn’t what to do with the excess money.
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