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Who We Serve
Millennial Professionals (Ages 28-40)
Millennials are in the thick of building their careers and navigating the complexities of life’s major milestones. Many are dual-income households balancing student loan payments, saving for a first home, and planning for children. They’re tech-savvy, value convenience, and are open to digital financial tools that simplify money management. With net worths typically ranging from $50,000 to $250,000, they’re focused on paying down debt while trying to grow savings through employer-sponsored retirement plans and targeted investments. This group is primed for financial planning guidance that can help them manage debt, optimize cash flow, and start laying the groundwork for long-term wealth accumulation.
Are you ready to make your money work as hard as you do? Let’s create a comprehensive financial strategy to pay down debt, build your savings, and invest for the future. Schedule a consultation today.
Gen X Business Owners & Established Professionals (Ages 41-56)
Gen X is in their peak earning years, often balancing demanding careers with the financial pressures of raising kids, funding college, and planning for retirement. They’re professionals and business owners who have built a solid foundation but are now looking to take a more strategic approach to wealth management. With net worths ranging from $300,000 to $1 million, they’re interested in maximizing investment returns, reducing tax liability, and ensuring they’re on track for a financially secure retirement. This group is also considering legacy planning and exploring tax-efficient ways to transfer wealth to the next generation.
Are your investments still working as hard as you are? Let’s evaluate your current strategy, optimize for tax savings, and set a plan in motion to secure your financial future. Schedule your strategy session now.
Blue-Collar Baby Boomers Still Working (Ages 57-68)
For many blue-collar Baby Boomers still working, the focus has shifted from wealth accumulation to ensuring their nest egg lasts through retirement. They’ve worked hard, often in labor-intensive or small business roles, and now they’re looking at their savings and wondering if it’s enough to provide consistent income in retirement. With net worths ranging from $100,000 to $500,000, they’re relying on Social Security, pensions, and home equity to bridge the gap. This group is focused on generating reliable income, optimizing Social Security benefits, and protecting what they’ve saved through tax-efficient income distribution strategies.
You’ve worked hard to build a nest egg—now let’s make sure it lasts. Let’s talk about how to maximize your Social Security, protect your savings, and create a steady income you can rely on. Reach out to schedule a meeting today.
Retired Professionals & Business Owners (Agesw 50-75)
Retirement brings a new set of financial challenges and opportunities. Retired professionals and former business owners often find themselves with significant assets but face the complex task of converting those assets into sustainable income. With net worths ranging from $500,000 to several million, they’re focused on protecting their wealth, minimizing taxes, and ensuring their savings last through decades of retirement. They’re also thinking about legacy—how to transfer wealth to loved ones in a tax-efficient way, while maintaining financial independence. This group benefits from customized income distribution strategies, estate planning, and ongoing investment management to navigate market volatility and unexpected expenses.
You’ve built your wealth—now it’s time to make it work for you. Let’s talk about how to generate consistent income, minimize taxes, and create a legacy plan that protects what you’ve worked so hard to build. Review your Risk and Investsments to Make Sure you are on track. Set up a consultation today.