A recently retired engineer worried their savings might not last through retirement while still wanting to help grandchildren with education costs. We built a plan combining guaranteed income streams with carefully managed growth investments, ensuring comfort throughout retirement while preserving a legacy fund for future generations.
A family running a manufacturing business needed help passing the company to the next generation. They worried about figuring out what the business was worth, reducing taxes when transferring ownership, and making sure everyone in the family would be financially secure. We created a step-by-step plan that helped the business change hands smoothly, kept family relationships strong, preserved the company's value, and reduced their tax bill.
This married couple earned good money from several different sources and wanted to keep their money easily accessible. By carefully choosing which investments to hold in different types of accounts and timing when to buy and sell, we helped them keep more of what they earned without taking on more risk. Most teams know what bad workflows feel like: clunky handoffs, endless follow-ups, siloed tools, and time lost to manual effort. It’s a low-grade friction that becomes normalized—until it isn’t. When things break, they break loudly. And by then, you’re already playing catch-up.
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