Of Interest to Potential Clients
You will benefit from our services if the following factors were instrumental in your success
- Hard work
- Education
- Smart investing
- Frugality
- Taking risk
- Luck
- Being in the right place at the right time
- Decisions made by a financial life planner
- Inheritance
- Running own business
Our high net-worth clients tend to use our services to handle:
- Paying for children and grandchildren's education
- Rolling over retirement accounts
- Dealing with finances in retirement
- The exercise of options or the sale of restricted stock
- The handling of inheritance or large gifts
- The handling of disability with specialized or institutional health care
- Setting up trusts or trust accounts
- Receiving a lump sum retirement distribution
- The loss of a job or being forced to take early retirement
- Changes in marital status
- The start of a business or partnership
- The sale of a business or partnership