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