Our clients seek – and receive – tailored financial advice.
In the mini case studies below, names have been changed for privacy reasons.
Greg is a senior executive in his 50s with a high income, large company stock plan balance and kids nearing college. The demands on his time are significant. He wanted an advisor to look after all aspects of his financial situation.
We developed a comprehensive plan, and are managing it for Greg. Issues include college for three children, managing a complex investment portfolio that includes company stock, reviewing private investment opportunities, identifying additional insurance needs – especially disability and umbrella liability – creating an estate plan and planning for eventual down-sizing from a large home.