How We Serve Successful Professionals and their Families
Whether you are beginning your career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
Objective Advice for the Successful Professional
We have decades of experience serving successful professionals, from those starting out with great incomes to those transitioning toward retirement and beginning to think about what comes next. We can help with choosing and optimizing retirement plans, maximizing your employee benefits, finding ways to save and spend wisely outside of your company plans, and more. Our team of CFPs and CPAs can guide you through the process of exploring what’s possible while managing the important tasks and deadlines along the way.
Balance Competing Priorities
Your hard work is paying off. You earn a substantial income and you’re fortunate to have money left over at the end of each month. What should you do with it? Save for college? Max out your HSA? Save for that vacation home you’ve always wanted? For many professionals, the possibilities can be overwhelming, leading to analysis paralysis. We’re here to help you clarify, simplify, and take meaningful action to build the life you’ve always wanted.
As your wealth grows, so too does the complexity of your financial life. This complexity can lead to unwelcome demands on your time, making it difficult to give your family, career, and community the attention they deserve. By delegating key implementation and monitoring responsibilities to your team at The Planning Center, you can spend more time focusing on the most important areas of your life, confident that you’re making the right financial moves and that nothing important has fallen through the cracks.
Your high income provides many opportunities, but the tax liability associated with it can be substantial. Unfortunately, many high-earners end up paying more in taxes than necessary because they are unaware of the powerful tax mitigation techniques available to them. Our in-house tax experts will help you understand what to expect and develop strategies for reducing your lifetime tax liability.
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.