Specialized Services

Comprehensive financial planning is our primary activity. Over time, we have encountered situations that have grown into sub-specialties for us.

Perhaps your immediate concern is among the items listed below.

- How do you see your Retirement? The Baby Boom generation is transitioning into their retirement years. Like every prior phase for this generation, they are redefining and reshaping the landscape. Yet the templates for this reshaping are just emerging. Whether you seek an ‘Encore’ career or personal fulfillment through other activities, please be aware that we have been through that with other clients and feel quite comfortable in helping people redefine their ‘life after corporate America’.

- Legal Settlements Personal Injury situations demand a great deal of creativity in structuring the financial settlement to meet the on-going needs of the injured party. We have been through this and feel that we provide the compassion as well as technical aspects that people require.

- Company Stock – Net Unrealized Appreciation While we know that having all of our eggs in one basket can be a bad thing, for some folks, they just wind up with a lot of company stock in their retirement plans. We get it. People are loyal to their employers and they like owning company stock. Because there are attractive tax beaks for employees that hold highly appreciated stock in their 401-K plans, be sure to select an advisor who appreciates the nuances of this planning opportunity.

- Medicaid and Long-Term Care Planning Long-term care planning and Medicaid planning can be tricky areas for neophytes. Whether you want to maximize your governmental benefits or just preserve your independence, we can really help you to wind your way through this mine-laden maze.

- Sudden Wealth - However it occurs, a substantial increase in our assets can be a life-changing opportunity or an express train to bankruptcy. Having the right coach to help you with this transition can make all the difference. Which track do you want to be on?