What Makes us Different?

I SPECIALIZE IN HELPING PEOPLE WHO ARE MEMBERS OF THE Y.O.Y.O. ECONOMY.

WHAT IS A Y.O.Y.O ECONOMY? 
Y.O.Y.O stands for, You're On Your Own.

WHO'S A MEMBER OF THE Y.O.Y.O ECONOMY?
If you are an owner of a professional practice such as an attorney or a dentist, you are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.

If you have come into money because you changed jobs and need to do something with your retirement plan from your previous employer, you're a new member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.

If you are getting ready to retire or are already retired, you definitely are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮. Other members could include people who have inherited money or perhaps, sold a business.

HERE'S HOW I CAN HELP YOU IF YOU'RE A MEMBER OF A Y.O.Y.O. ECONOMY

PROTECTION
For most of my clients who own a professional practice, their ability to earn an income is their most valuable asset. We protect this asset with life and disability insurance.

ASSET MANAGEMENT
We assist our clients with asset management to help them reach their financial goals. For private practice owners this can include managing their retirement plans, college savings for kids and other investments. For our clients who have come into money, we help manage their investments in tax efficient, diversified portfolios that help them reach their financial goals

INCOME FOR RETIREMENT
Generating an income for retirement that lasts as long as you do takes different types of strategies than accumulating wealth for retirement. We work with our clients to develop a strategy that will generate a secure retirement income.

LEGACY
We help our clients leave a lasting legacy.