What we do
Our purpose is to lay the financial groundwork needed to turn your aspirations into concrete realities. Perhaps you find yourself in a situation similar to one of these:
More questions? Check out the information in What it Costs, as well as the important information listed in Legal Stuff. And please peruse the rest of our site, especially Planner's Pulpit, which is updated frequently. Contact us any time. We look forward to hearing from you.
Our purpose is to lay the financial groundwork needed to turn your aspirations into concrete realities. Perhaps you find yourself in a situation similar to one of these:
- A 49-year-old technology executive has a substantial net worth, but his largest investment holding is the stock of the company that employs him. Given the boom and bust nature of his industry, he wants to take the risk out of his concentrated position without necessarily divesting himself of a company he believes in.
- A 54-year old minister pastors a small church with no retirement plan. He opted out of Social Security years ago, and now wonders if he has enough time to accumulate funds for a secure retirement.
- A 32-year-old radio personality is the beneficiary of an inheritance. She's earning a good income now, and doesn't need the inheritance to live on. She wants to grow it responsibly, without taking undue risk to the principal. She also wants to avoid investing in companies with products or practices that conflict with her strong social and moral convictions. She needs to know her options.
- A married couple in their forties struggles to plan for multiple financial priorities: getting out of debt, paying college tuition for their three children, and supporting the husband's mother, who is in financial straits and failing health. They also want to make sure they're not a burden to their own children in later years. They need help sorting it all out.
- A 72-year-old entrepreneur is all set financially. He wants to pass the business to his children. He wants to leave some money to his grandchildren (when they are old enough to handle it) without spoiling them. But mostly he wants to be a blessing to his church and to make significant gifts to several charities involved in causes he cares about. He needs a way to give that is tax-smart and protects his privacy.
More questions? Check out the information in What it Costs, as well as the important information listed in Legal Stuff. And please peruse the rest of our site, especially Planner's Pulpit, which is updated frequently. Contact us any time. We look forward to hearing from you.
