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We Make Your Money Work for You

Retirement Planning

We help you make appropriate choices so you can pursue your passions and continue providing for your family in retirement.

Empowering you after divorce or loss of A partner

We know from experience that losing a partner or going through divorce is profoundly difficult. If your spouse or partner managed the money, it’s easy to be overwhelmed by all the financial information and decisions. We’re here to help you understand how to make wise choices for yourself.

Making the most of sudden wealth

Receiving a large inheritance, severance package or bonus can change what’s possible. We will help you make the most of the new opportunities that sudden wealth offers. This includes defining your new goals and creating a plan to achieve them, while protecting your assets from loss.

Equity Compensation and Stock Option Planning

If you work in a company with significant equity compensation, it is important to understand how Restricted Stock Units (RSUs) and/or options work, how they are taxed and why you need an investment strategy to manage them. We help you focus on what you do best, while we optimize your noncash compensation.

We Make Your Money Work for You

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