100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Busy Professionals

You may be …

  • A senior executive or business owner
  • In the peak of your career and earning significant income
  • Long on resources but short on time
  • Targeting multiple financial goals – college for your children, retirement, travel, leaving money for the next generation or charitable giving

Your challenges, and how we help:


Challenge
Not enough time to manage a complicated financial life


Solution
We develop a comprehensive financial plan and work with you to execute it, consistently, over time


Challenge
Too many eggs in one basket: Much of your net worth tied up in business or employer


Solution
Work diligently, gradually and with tax efficiency to diversify away from company risk


Challenge
Financial clutter: too many accounts makes it hard to track and manage investments


Solution
Consolidate accounts and track investment performance and risk holistically


Challenge
High tax rate


Solution
Create a multi-pronged tax minimization strategy, focusing on tax deferral options and tax-efficient investing. For more, see this article in our Learning Center


Challenge
Non-investing risks


Solution
Create an unbiased insurance plan with a focus on life, disability, personal liability and health care