A significant number of our clients are either in or close to retirement. They rely on us to help them plan their required income while also assisting them in managing risk, reducing taxes, and lowering fees. A comprehensive Wealthspan plan includes an evaluation and planning for health and longevity.

Business owners have a unique set of responsibilities, liabilities, and opportunities that we need to help them plan for and through. From key employee planning to company-sponsored plans to business growth funding, tax planning to business succession, we have the experience to help you plan and succeed. 

Our comprehensive planning approach attracts medical professionals because we mix science and wealth management. We also understand the many challenges medical professionals, and doctors specifically, face as they accumulate wealth and plan for retirement. 

Realtors have unique cashflow circumstances that fluctuate wildly depending on market conditions, inventory availability, resource prices, and interest rates. We help realtors create consistent tax-advantaged cash flow without the need to take on debt or tap into their existing investment accounts. 

Federal employees have a unique retirement system, and they depend on our experience to help them navigate their choices and plan for the income they need while also helping them manage risk, reduce taxes, and lower fees. Health and longevity assessment planning are also vital to a complete wealthspan plan. 

You may just be getting started and have time, but the sooner you begin to plan for and work toward accumulating wealth and eliminating debt, the faster you'll find a path to financial freedom. It is challenging and comes with sacrifices, but with the proper education and tools, we can substantially help you grow your net worth. 

Many professions have specific demands that can affect health and how you plan for wealth accumulation and distribution. We custom design plans and portfolios to meet the individual needs of our many clients whose careers vary significantly.