We don't have an "asset minimum," or minimum wealth requirement to work with us. What we do require is a certain mentality, which often takes one of these three forms:
Up-and-coming households who want to be intentional about saving and aggressively growing their wealth over time.
Well-established individuals who want to ensure their resources will last through retirement and maybe even beyond.
Households that can cover their needs and are now exploring long-term possibilities such as estate planning and philanthropy.
We make a custom, dynamic roadmap of your income sources – paychecks, property income, equity earnings and everything else – and help you decide how best to spend or save them.
Looking ahead to the potential tax impacts of your various spending and saving options, and making sure you don't end up paying any more in taxes than you absolutely have to.
Determining what you'll need in order to maintain your lifestyle after retirement – when to start taking Social Security, how to sequence your withdrawals, titling your assets, etc.
If you expect your wealth to outlive you, then we'll ensure that it has the greatest possible impact – both for you right now and for your loved ones in the years to come.
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