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Our Core Focus

Our core focus is the client and we have the client, and only the client, in mind.

Our process is to get to know and understand your needs, wants, and long-term goals. We will assist in helping you develop, implement, and monitor a strategy that is uniquely designed to address your specific situation.

Having families ourselves, we understand the numerous personal financial challenges that can become daunting to approach. We will assist you in navigating through these situations, from managing debt, saving for college or ensuring your retirement needs are met, we will be there for you. We commit to utilizing all of our resources to attain the goals of you and your family to leave a legacy for years to come. 

Our unique process allows us as advisors to think "out of the box." We challenge conventional wisdom in our approach to investing and preserving wealth that provide more options for you as a client.

In establishing our core focus, we have specialized in business owners, lawyers, physicians and professional athletes. There are numerous challenges that come with each of those professions and we have the experience to design a plan to help you secure your financial future.   We look at every facet of your financial situation to provide you with a myriad of choices to preserve your wealth.

Having your own business, you are confronted with countless decisions to make each and every day. As business owners ourselves, we understand you and your challenges very well. From obtaining new clients, to making decisions on how to grow, and making sure every facet of your company runs smoothly, we get it.

Being a business owner comes with great responsibility and we know how many sacrificies you have made to make your business your top priority. To balance some of the business risks to which you are exposed to, we suggest directing a small portion of assets toward an investment plan. Neutralizing some of the risks associated with your business, we can construct a plan which is regularly reviewed and adjusted with ever changing market and personal conditions.

If you’re like many of the attorneys with whom we work, you’re not only making money, but you’re also putting some away in your company’s 401(k) plan. But what if you could have a comprehensive personal investment and financial plan designed specifically for you?

Your income could be at risk when a portion of your compensation is deferred into plans sponsored by your law firm. Even at well-run firms, the managing partners are concerned about how underfunded these partner plans are — and how reluctant younger partners are to make sacrifices to support the plan. Let us construct a wealth creation program which is frequently reviewed and adjusted with ever changing market and personal conditions.

We know how busy you are taking care of your clients, why not have someone take care of you and your financial security?

We all know the risks and consequences that come from being a physician. The long hours, the amount of regulations, and balancing people's lives in your hands daily creates an atmosphere for minimal error and a huge amount of stress. What if you were able to shift your financial security to professionals who respect and understand the human, professional, and financial challenges you face regularly?

Let us create a plan to help preserve your wealth and safe guard you and your family from the unique set of challenges you face. We'll start by eliminating the "spend now and save later" strategy that characterizes your profession. We will set out a financial plan that can help preserve and grow your wealth that you spent years working endless hours to achieve.

How many stories do we read on athletes going bankrupt or business managers skimming money without their knowledge? Or how about the stories of luxury purchases because the thought of not signing another multi-million contract or an injury derailing your career would "never happen to me"?

Sports Illustrated estimated in 2009 that 78% of NFL players are bankrupt or facing serious financial stress within two years of ending their playing careers and that 60% of NBA players are broke within five years of retiring from the game. We want to see the players we root for to succeed in their personal lives, not just in their sport.

However we are here to tell you that time is not on your side! While other professions have a life to accumulate wealth, you have only a window of opportunity and that is if you stay healthy your whole career.  To keep yourself from becoming one of the casualties of professional sports you need to partner with an experienced team of advisors who understand your unique pressures.

To help you secure your financial future we can design a plan specifically for you. We want to make you a success story on and off the field or court.

The pyramid above illustrates the pivotal building blocks to establishing your family's unique legacy plan. Your foundation that you and your spouse are financially secure and that risks to that security have been addressed is our core focus. We then focus on the many different facets to ensuring the rest of your family is taken care of and "O.K." And as we mentioned earlier, every client is unique with different goals, if you desire to give back to the community we will provide you with the power to do so.