Who We Help ”What kind of lifestyle can I afford?”“How do I build the kind of legacy I want to leave?”“What withdrawal strategies will help me minimize my taxes?” Retirees “When can I afford to retire comfortably?”“Are my loved ones secure in the event of an unexpected hardship?”“Am I doing everything I can to manage income taxes?” Pre-Retirees “How can my business fund my retirement?”“If I die or get injured, would my company and family be okay?”“Can I do more to help employees and reduce taxes with a 401(k)?” Small Business Owners “Is too much of my net worth in company stock?”“If I die, could my family maintain their lifestyle?”“How do I optimize my executive compensation options?” corporate executives “Am I taking full advantage of my employee benefits?”“How do I choose the right retirement plan?”“Which investment provider should I use for my 403(b)?” educators “Am I going to be OK financially?”“I have so many decisions to make - what do I have to do now, and what can wait?”“How do I build a meaningful legacy?” Widow(er)s & divorcees “Should I prioritize paying off debt or investing?”“What kind of estate planning do I need to do?”“I know I need insurance, but what kind of coverage is best for me?” Young ProfessionalS& Young families
