Whom We Serve
Whom We Serve
Our clients understand that their financial security is too important to be doing it all themselves, and they understand the value of having personal advice to help them make the best decisions about their money. That gives them more time to create a life they love.
If this sounds like you, and you are a diligent saver, then we'd love to chat with you. If you don't meet this criteria, don't worry – there are still ways that we can help. We have worked hard to ensure we provide a wide range of alternatives so that everyone has the opportunity to gain financial insight and confidence. We have intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you fall outside of our financial minimum then a great step is for you to do a financial plan with us.
Our Clients
Pre-Retirees & Retirees
We help individuals and couples retire to a life that they love. We specialize in retirement planning for men and women who are retired or typically 5 years or less from retirement. Together we create a strategy that provides for a stable retirement income and lets you live out your dreams.
Health Care Professionals ￮ Educators ￮ Executives ￮ Small Business Owners
Many of our clients are busy professionals and/or business owners who are close to retirement and trying to make sense of all of their assets and how they can replace their paycheck in retirement. For Wealth Management and Financial Planning purposes, we take pride in staying up to date on relevant employee and executive benefit packages of local organizations like the University of Vermont, UVM Medical Center, IBM, GE Healthcare, Dealer.com/Cox Automotive, Keurig Dr. Pepper and The State of Vermont, to name but a few.
Divorcees
We help individuals during and after the divorce process (mostly toward the end and after) make smart planning decisions. As a Certified Divorce Financial Analyst (CDFA) I have gone through an intensive training program to become skilled in analyzing and providing advise related to the financial issues of divorce and Divorce Financial Planning. I am a member of the Association of Divorce Financial Planners and the Institute of Divorce Financial Analysts.
Widows/Widowers ￮ Inheritors
Many of our clients have gone through transitions due to death and/or an inheritance. We are dedicated to helping them take control of their finances with confidence and pride.