Client Successes

Our clients’ success and security are the heart of our practice. There are so many areas of life that can be significantly protected and improved with a sound financial strategy. This is the difference we strive to create for each client we work with. Here are a few real-life examples.

Retirement
We worked hand-in-hand with a couple for over 16 years to help build and deliver on a strategy that realized their dream of retiring early at 55. There are many methods available for saving and investing for retirement. Navigating the inherent complexity and protecting that future is a challenge. We helped our clients understand how much they needed to save and in what vehicles.  Because they had the discipline to follow through, they are now happily retired.

Disability
One of our clients in her late 30s was recently diagnosed with cancer. The last thing you want to worry about in a situation like that is financial survival. Fortunately, we had assisted her in designing and obtaining her disability policy. We helped reduce her worry about financial matters or work, so that she can focus on her health.

Protecting Loved Ones
We want to make sure that not just our clients, but the ones they care about are taken care of. We have helped numerous families obtain the appropriate amount and type of life insurance and disability coverage. We help ensure that what they are getting is what matches their situation, so that if the unspeakable happens, their families are protected. We are here to keep that commitment.

Business Value*
Business owners can take advantage of several strategies to build and protect the value of their business. For example, we have helped our clients with tax strategies by implementing appropriate retirement plans for their business. This has helped them prepare for their own retirement as well as attract and retain key individuals in their business.

Business Transition*
A business owners’ financial well-being is directly tied to their business’ value. We helped a business owner client navigate through the process of negotiating with his partners and were able to help him successfully retire.

 

*We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.