Professional Basketball Players

Basketball court

Your dedication is yielding results, bringing your dream of becoming a professional basketball player into fruition. Now, with more earning potential than you ever imagined, your aim is to secure a prosperous future for yourself and your loved ones. Our role begins by attentively listening to your priorities and assisting you in charting a course for your newfound wealth. This initial exploration is crucial for us to identify a potential mutual fit. Our objective is clear: to empower you in making clear, comfortable, and confident financial decisions while instilling the necessary disciplines and habits for sustained success.

The subsequent phase involves crafting a tailored game plan to bolster your financial security. Our team will present this strategy along with our recommendations for its implementation. Upon mutual agreement to collaborate, it becomes our responsibility to outline a timeline for executing these recommendations.

Our annual review process mirrors the scrutiny of game footage and scouting reports. We reflect on our successes from the previous year and identify areas for improvement to ensure ongoing success, even after the ball stops bouncing.

Pre-Retirees & Retirees

Grendparents with grandchildren

As retirement draws nearer, the reality of it becomes more tangible, yet lingering questions persist: Will my retirement be financially sufficient? How will market fluctuations and inflation affect my savings? When is the optimal time to activate Social Security? Do I possess adequate guaranteed income? What are the potential costs of healthcare?

Our job starts with attentively listening to your unique vision of retirement. Subsequently, we devise a comprehensive plan to validate the sufficiency of your wealth in realizing this vision. Once confirmed, our team guides you through the strategic distribution of your assets, considering tax implications and market dynamics.

For some, leaving a legacy to their heirs is an emphasis.  Our team will partner with your estate planning attorney to ensure that you can leave what you want, when you want, how you want, to whom you want.

Corporate Employees

Corporate Executives

As a corporate employee, you have access to a wealth of benefits, and our primary goal is to assist you in maximizing and optimizing these resources. Whether it involves determining the ideal contribution type and amount for your 401k, selecting the best pension payout option, navigating the rules of your GESPP, gaining clarity on your LTI program, or understanding your deferred compensation plan, our team is here to provide guidance.

Once we've assisted you in optimizing your employee benefits, we'll develop a personalized financial plan tailored to secure your financial future while also introducing complementary wealth-building strategies. Our approach focuses on building wealth in a manner that positions you favorably against taxes and market volatility.

Our annual review process serves as an opportunity to reflect on the progress we've made and to ensure that we're aligned with your goals for achieving financial security.

Entrepreneurs

Light bulb

We collaborate with you to optimize the growth of your most valuable asset – your business. Once we align on strategies for maximizing business growth, we tailor a personalized financial plan that provides a roadmap for achieving future financial independence. Additionally, we craft a financial strategy aimed at building wealth outside of your business, ensuring your financial freedom isn't solely reliant on the sale of your business.

As we develop complementary wealth-building strategies for both your business and personal finances, we prioritize tax-efficient approaches for both the present and the future. Our goal is to shield you from market volatility while enhancing your financial resilience. When the time comes to sell or transition your business, we'll work closely with you to devise the most efficient path to capitalize on the value you've created.