Who We Serve
We are a diverse firm of professionals who serve a diverse set of clients. While the list below isn’t comprehensive, many of our clients fall into one of the following groups. Explore each page for more information about the distinct opportunities and challenges that tend arise on their financial journeys.
Family businesses are unique, often presenting complex financial planning challenges. You may have some (or all) of your children involved in the business. How do you balance providing for your family, saving for retirement, investing in the business, passing the business along to your children, or selling it to an outside party? From day-to-day demands to long-term strategic planning, business owners have a lot to think about, and this complexity can make it difficult to achieve a sense of balance. Drawing upon decades of experience working with family business owners, we will work with you to simplify, clarify, and plan effectively for your family’s financial future.
Whether you are just beginning your medical career, in the middle trying to balance everything, or preparing to retire, we have worked with families in your situation. Our unique experience with physicians and medical professionals has given us insight into the business of medicine and the unique challenges that medical professionals face. From student loans and delayed earning years at the beginning of your career to transitioning or selling a client base at the end, we’ve seen it all. A career in medicine offers tremendous rewards personally and financially. We will leverage our experience to help you take advantage of the unique opportunities available to you.
Your hard work over the years has yielded some financial perks, which may include special retirement plans, stock options, Restricted Stock (RSUs), and more. While each of these benefits represent opportunity, they add to the complexity of your tax, investment, and cash flow planning. Drawing on years of experience and expertise, we will help you manage your financial life in a way that saves you time and gives you the confidence of knowing that nothing will fall through the cracks of your busy life.
The academic career path is unlike any other. Professors encounter many unique financial planning opportunities throughout their careers. This often begins with navigating highly nuanced retirement plans and benefits packages. As you become established in your field, you may find yourself managing multiple irregular streams stemming from opportunities outside the academy. When it comes time to plan for retirement, many professors eschew traditional retirement timelines in favor of a phased approach or some other creative timeline. No matter where your academic journey takes you, we’re here to help you manage any financial complexity you may encounter along the way.
Farming and Agribusiness
Running a modern farm or other ag-related business is a complex endeavor. With so many daily demands on your attention, it can be difficult to find the time to prepare and plan for the future. That’s where we come in. Our farming and agribusiness planning team understands the unique needs of the ag community. Whether it’s navigating the challenges that arise from uneven cash flows, establishing strategies for tax-efficiency, or building a robust succession plan, we’re committed to helping you plan for long-term success and sustainability.
We work with successful professionals of all types to make the most of the opportunities that a generous income and substantial financial resources can provide. For most, this begins with an exploration of possibilities and values. What does your vision of an ideal life look like, and how might we use money as a tool to help you get there? With careful planning, we’ve found that almost anything is possible. As your advisor and thinking partner, we will work together to ensure that the choices you make today leave you and your family in a position to flourish for years to come.
Read more about a few hypothetical situations where we’ve helped medical professionals with their compensation to reach their goals.
Case Study 1
As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.
Case Study 2
Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process
Case Study 3
12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.
Whether you are beginning your career, approaching retirement, or somewhere in the middle we have solutions to help you make the most of your income and working years.
As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to a comprehensive, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.
No matter what stage of life you’re in or which financial challenges you face, our experts are here to help you stay on track and make the most of the resources available to you.
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.