Who We Serve
We believe that a successful partnership starts with an understanding of your dreams and goals and creating a plan built on that. The relationship we build lies at the heart of our mission to serve you.
Business Executives and Individuals with Equity Compensation
We understand the complexities and decisions you face regarding your equity compensation. Our mission is to provide the necessary guidance and instill confidence as we navigate this intricate process together. With customized strategies tailored to your unique goals, we address various factors involved in equity compensation that include reviewing and strategizing the types of equity compensation you have, planning for your current holdings and future awards, assisting you in taking appropriate action based on your vesting schedule, implementing effective tax planning strategies for both current and future years, devising diversification strategies for selling the stock, and even philanthropic planning that combines with your charitable goals and equity compensation strategy.
Transitioning Military Service Members and Government Employees
The retirement system for government and military members can be extremely beneficial, but also exceedingly complex. We work with you to leverage the opportunities afforded to you through these programs, building a strong foundation, from which to make the most of your next chapter of life. We integrate tools afforded you for your service. From evaluating CRDP vs. CRSC benefits and SBP for military members, to FERS Annuity and FEHB for federal civilians, to navigating career decisions when transitioning from MIL/FED to private sector, or even from MIL to FED and its impact to your retirement benefits between the two.
Those who are Philanthropically and Charitably Minded
Many of our clients are philanthropically-minded individuals who think big, want to make a difference in their community, and feel the joy of using their wealth, talents, and experience to help others do the same. We help you develop a giving strategy that facilitates your goals and creates impact in a tax-effective way, both in your lifetime and estate gifting. We act as a networking resource with nonprofits that best fit your interests and an educational resource for ways to best give for your situation. If desired, we can also assist in bringing your family into the mix so that your children and grandchildren can help carry on your love of giving.