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Leadership is Best Seen While Serving Others

As A Father & Son CFP® Team, We Are Honored To Serve:

Business Owners & Entrepreneurs

Over the years, you have grown a passion of yours into a thriving success. But as you look to secure a dependable financial future for yourself and your family, you need guidance in understanding what role your business plays in building your long term wealth strategy. We help business owners like you balance a dedication for watching your business grow with the need to care for your own financial future.

Corporate Executives

As an integral part of your employer’s growth and success, you are compensated in a uniquely competitive way. We work with corporate executives and other highly compensated employees looking to gain a better grasp on their stock compensation options, employer-sponsored benefits and retirement income options - and how this all ties into their overall financial plan.

Widows & Beneficiaries

When you experience the loss of a loved one, the question of what to do next can quickly arise. And whether your loss was unexpected or prepared for, one thing always stays the same - you could use a helping hand. As you begin to pick up the pieces, we lend a steady, guiding hand to walk you through these next difficult days. Together, we can help determine what needs to happen next and follow-through to be sure it does.

Those in Life Transitions

Sometimes life can bring difficult challenges like dealing with a job loss, divorce, or loss of a loved one.  It can be comforting to know that you don't have to face those challenges alone.  We stand ready to support our clients and help them through times of transition with a collaberative plan of action and fiduciary guidance.  

Those Nearing Retirement

Transitioning from a life on the job to financial independence comes with its own set of challenges, questions and uncertainties. You have evolved over the years, and so has your financial plan. Through this next stage of evolution, you need to know you are making the right decisions from the start - because you only get one retirement. We work with you to be sure you and your finances are prepared for a retirement that is relaxing, exciting, renewing - whatever it is you want your future to be.

In Retirement

When enjoying retirement, you shouldn’t have to spend time worrying about your future financial security. Instead, now is the time to gather often with loved ones, pick up a new hobby or spend the summer in your favorite vacation spot. We want the retirees we work with to feel confident in their financial picture, knowing their money will be with them now and through the rest of retirement. And when the time comes, we are able to work with your loved ones to see your legacy of wealth transferred in a meaningful way and according to your wishes.

Affluent Families With Kids

As a multigenerational firm, we understand the concerns families face when it comes to caring for the future of their children and their wealth. Raising your family, you want to know you are being proactive and conscious of what expenses are coming down the line - paying for college, planning a wedding, switching careers, etc. As you focus on enjoying this time with your family, we will be sure you and your finances are prepared for what is ahead with a focus on keeping your family and your finances protected.

Interested in Seeing What We Can Do For You?

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