Financial Planning for a Life in Motion
Because one of the few guarantees in life is change, we have developed and refined a process called Life in Motion. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Our process is designed to ensure that you never outgrow our process, you grow into it, allowing us to adapt your plan and continue guiding you as your life unfolds and your needs evolve.
WEALTH MANAGEMENT
We create personalized investment strategies designed to grow and maintain wealth
RISK MANAGEMENT
Our guidance includes strategies for protecting you and your family against the unexpected
TAX PLANNING STRATEGIES
Tax planning strategies allow you to keep more of what you earn
CASH MANAGEMENT
Sometimes overlooked but a critical piece of successful planning
LEGACY PLANNING
Once your own needs are determined to be secure, your attention can turn to how best to pass assets on to your loved ones
CHARITABLE GIVING
Many of the families we work with have causes they care deeply about and we love to help facilitate charitable giving
Who We Serve
Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle. Our decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our Life in Motion process to craft individual plans for each of our clients uniquely designed to be adaptable to changing needs and circumstances.
Retirees
Pre-Retirees
