Who We Serve
Planning Your Future
We help you plan your future and manage your investments so that you have the time and resources to live the life you want to lead.
Whether you’re an individual, a couple, a family or a professional who cares deeply about your financial future, we work with you as your trusted investment advisor to create growth and income. It is this asset management that is helping clients of all life stages fulfill their dreams.
VETERINARIANS
A veterinarian who has worked to build a practice and is seeking help in determining how to meet his or her personal goals including retirement. The veterinarian may be in the early stages of a career and worried about being on track or approaching the sale of the practice and looking to maximize proceeds to use the investment income to replace his or her paycheck.
PHYSICIANS
A doctor or other medical professional who is setting up, building and/or selling his or her practice and seeks help in maximizing the transition both professionally and personally. The medical professional looks to grow the value of the practice and ultimately the sales proceeds over time to replace earned income with investment income.
DENTISTS
A dentist who is looking for guidance in meeting his or her personal and professional goals, whether establishing or joining a practice, or winding down to maximize investment income to replace earned income.
PROFESSIONALS AND BUSINESS OWNERS
A business or professional owner who sells his or her practice and needs an investment manager to help develop a plan and manage the assets from the sale. The individual wants to grow the value of the proceeds from the sale over time but also seeks a way to replace earned income with investment income.
INDIVIDUALS OR COUPLES PLANNING FOR RETIREMENT
A couple retires and moves to a new location triggering the need for a new investment manager closer to their new home. They are looking for a trusted advisor and a combination of growth and income that will enable them to secure their retirement years.
WOMEN IN TRANSITION
A woman is widowed or divorced and seeks a trusted advisor she can depend on to help her shape a secure financial future. She is seeking a pragmatic investment approach designed to generate a dependable and growing income stream regardless of broad market conditions.
BENEFICIARIES
An individual receives inheritance or insurance proceeds and seeks a trusted advisor to help him or her be a good steward of the funds received. The ability to benefit from a growing stream of investment income during his or her lifetime enables the principal to be kept in place and growing for future generations.
We serve individuals and couples seeking a registered investment advisor in all phases of their life.
LEARN MORE ABOUTWHO WE ARE, HOW WE INVEST AND WHAT WE ARE THINKING