WHO WE SERVE
Everyone's journey looks different.
Not only do people have different destinations, but they also often have different desires for how they reach those destinations. Some may be interested in the most efficient path, while others may interested in a more scenic route.
No matter where your journey leads or how you wish to travel, our team is here for you.
JOURNEY STARTERS
First steps can be both exciting and nerve-wracking.
Whether you’re witnessing the first step of your child, or about to take the first step into your new business, there are likely questions filling your mind.
“How am I going to grow my business in today’s climate?” “How am I going to save for my child’s education?" "How will we be able to afford our dream home?”
HOW WE HELP
Many traditional advisory firms overlook or dismiss journey starters, but we're not traditional. We want to be there for your first step and every step that will follow. As your family and career grow and evolve, we can help you manage your investments, optimize your cash flow, create tax reduction strategies, and more. We’ll help you shape your ideal lifestyle for today, while also helping you clarify and prepare for the goals of tomorrow.
TRAILBLAZERS
During this phase, you’re likely at or approaching the peak of your career, generating income, and creating an enjoyable lifestyle.
But you’re also looking ahead. You’re keeping an eye on larger goals, wanting your money to not just work for you now but later down the line.
Retirement may seem distant, but you don’t want to be unprepared. You’re wondering how you can balance the demands of your current lifestyle and short-term goals with the larger, more demanding financial realities ahead.
HOW WE HELP
When we help summit seekers, maintaining balance is key. As we’re creating an investment strategy to leverage in the future, we’re looking at your cash flow right now to ensure your lifestyle is sustainable. As we’re developing a strategy to pay off your child’s student loans, we’re discovering ways of minimizing your tax exposure. This is a phase of life that moves fast, so we always aim to stay one step ahead.
SUMMIT SEEKERS
In this phase of life, creating a graceful transition is likely at the front of your mind – so naturally, it’s at the front of ours as well.
If you’re still working, you’re looking for the best way to move into retirement. (And if you’re a business owner, this creates a range of complex questions.)
You may be asking yourself if you have enough saved for retirement to maintain your lifestyle, and you’re likely wondering what your tax exposure will be when you begin to draw from your retirement accounts.
HOW WE HELP
While times of transition are undoubtedly difficult, we're able to identify and execute strategies that can help smooth your path into retirement. Our state-of-the art software allows us to model out income needs, projected expenses, and tax costs. This technology can help you enter retirement more prepared and confident.
EXPERIENCED TRAVELERS
After decades of hard work, you’re in retirement and ready to enjoy the life you’ve always wanted.
Retirement should be the reward for a lifetime of hard work, but are you beginning to worry that you'll run out of money? Are you concerned that you won't be able to create your desired lifestyle? Are there gifts you have planned for your children or grandchildren that you feel you may not be able to afford?
HOW WE HELP
No matter what you have planned for retirement, we want to help you maximize your retirement income and minimize your worry. Whether we're reviewing your 401(k), IRAs, life insurance, or evaluating your Social Security benefits, we're always keeping your retirement roadmap up-to-date. While you may have ambitious plans for your legacy, you may also want to take advantage of the money you have right now.
JOURNEY FINISHERS
Are you beginning to wonder what you'll leave behind? Are you wondering what your legacy will be?
Once you're at a place in life where you can confidently live off of your assets, the question becomes, how do you want to leave your mark on the next generation? Do you want to utilize your "leave-on-money" to help your children, grandchildren, community, or church?
Like many individuals, you may be concerned about how to pass on wealth in an effective, tax-efficient manner.
HOW WE HELP
By taking the time to understand your idea of an ideal legacy, we can walk with you through this delicate form of planning. Through will and trust consultations, beneficiary reviews, life insurance appraisals, and more, we'll help you be remembered in the way you want to be.
LET'S BEGIN YOUR JOURNEY
By completing our brief online form, we can help you schedule
a consultation with our dedicated team.