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People We Serve

Individuals and Families

We are currently accepting new clients and look for a positive attitude and kind heart more than a specific dollar figure.

While we do not maintain investment ‘minimums’, we do recommend you have an account of at least $25,000 or will invest that amount soon with the goal of becoming financially confident.

Some areas we can assist individuals and families:

  • IRA’s such as Roth, Traditional, & SEP
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Insurance Reviews & Risk Mitigation
  • Trusts & Wills
  • Philanthropic Accounts such as Private Foundations and Donor-Advised Funds

Businesses

Whether your business is a solo or mature business, we can assist with structuring your group retirement plan and executive benefits. Here are some areas we can assist:

  • 401(k) and Profit-Sharing Plans
  • Deferred Compensation
  • Cash Balance
  • Short Term Cash Management
  • Insurance such as Key Person, Corporate Owned Life Insurance, & Executive Bonus

Startups & Entrepreneurs

Building something big? We can come alongside startups & entrepreneurs to offer consulting, group retirement planning that scales, and personal financial management for busy entrepreneurs.

Here are some ways we can help Startups:

  • 401(k) services, management, and ongoing service
  • Executive compensation planning
  • Stock option review for employees
  • Financial courses taught on-site at your offices

Here are some ways we can help Entrepreneurs:

  • Manage your personal wealth within non-retirement, IRA’s, trusts, etc.
  • Consult with you regarding difficult financial decisions such as cashing out stock
  • Monitor your personal financial health while you’re busy growing the business

Entertainment Industry

Our professional understanding of entertainment industry clients including agents, managers, and talent allows us to seamlessly integrate into an existing team structure.

We assist actors, producers, directors, agents and more within the entertainment industry with building a financial plan, managing investments, and reporting back on your schedule.

  • Work directly with existing tax advisor and key team members
  • Service & manage your solo 401(k) or “group” 401(k) with spouse
  • Foundation and donor-advised fund charity set up and management
  • Budgeting and cash flow planning for dramatically varying income