We don’t draw a line on occupations we serve. Whether you work on the football field or in the soybean field, our individualized strategies are tailored just for you.

Business Owners

You worked hard to build your business, and we understand how much time and planning that took. We can’t give you that time back, but we can help you manage the business financials–from an exit strategy to estate planning–so you have time to run your business and your home. 

Physicians

You’ve worked long and hard to help others. Now let us help you. We understand your unique needs to manage education debt, protect yourself against liabilities and other risks, maneuver the ever-changing healthcare system, and pursue financial independence. We help by creating strategies that address these needs, as well as your personal financial goals–everything from college funding for your little ones to your estate plan. You can rely on us to help manage your hard-earned wealth.

Executives

With increased seniority often comes increased complexity–from a larger investment portfolio to a complicated compensation plan–and less and less time to manage it. Drawing on enhanced financial tools, we take the time to analyze your specific financial concerns to help create a plan to work toward your goals, leaving you with more time to be present in the office and at home. 

Women

Women’s challenges when planning for the future are far different than those faced by men. One of those challenges is overcoming the taboo that women can’t talk about money. We want women to feel not just comfortable talking about money, but empowered. 

Women who are single, widowed, or divorced face the challenge of identifying the needs that must be addressed today while working toward tomorrow’s goals. We help arm you with the knowledge and tools that you need to have as a woman dealing with your own finances. 

Military

We serve those who have served us. While military retirement benefits and insurance options are often very complex, we patiently and thoroughly work with you to build a financial plan that fits the needs of your family. We provide:

  • A review and analyses of defense contractor benefit options 
  • An analysis of your military pension 
  • Tax planning strategies
  • Identification of options for the allocation and distribution of Thrift Savings Plan (TSP) assets