Typically corporate executives or professionals working in medicine, dentistry or government.

Client Characteristics:

• Highly educated
• Moderately high to high earned income
• Net asset accumulators
• Complex planning needs often related to benefits packages, employment contracts, stock options and other executive benefits

Common financial goal: retirement or financial independence, generally within a fixed number of years. We incorporate life planning techniques to help our soon-to-be former professionals prepare for life beyond the structured work world.

Planning for self-actualization in retirement goes hand-in-hand with the financial planning work we do for this group.