Clients

Our Clients

Client Centered Financial Planning and Investment Management for most all situations.

Whether you are looking to retire, already in retirment, have a unique state pension or going through a critical life event, we can help you navigate the tricky financial landscape to reach your goals and maintain a sound financial plan.

Our firm's emphasis on individual and community client education has resulted in the development of specific knowledge and experience working with individuals and organizations within the education industry.

Many of our clients are educators and facilitators of knowledge in their own careers and professions. They include professors, teachers, school administrators and a multitude of other education related employees. We have developed an understanding and knowledge of many university and local school district pension, retirement and healthcare benefit resources.

Our corporate and non-profit education outreach programs also provides us with a broad perspective of large and small company employer benefits including retirement plans and other available retirement and healthcare planning resources. Many of our clients have resources that encompass both corporate and education industry employment.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

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