Who our services are best for
Our services are tailored for individuals who take their prosperity seriously and understand the necessity of having comprehensive wealth management in place.
Are you someone who values a trusted relationship when it comes to your financial and personal well-being? Do you seek peace of mind knowing that your assets, health, and loved ones are secure? If so, our services are designed with you in mind.
We generally cater to those who:
- Prioritize long-term prosperity and stability and understand that our time is our most precious commodity
- Prefer to delegate their wealth management so they can free up more physical time and mental load while having quarterly check-ins
- Value building and maintaining a trusted, ongoing relationship with an experienced and compassionate professional
- Appreciate a big-picture approach for their long-term wealth strategy
- Are generally more affluent households with incomes above $200K or approaching retirement in less than 10 years and have accumulated over $500,000 in total household assets or experienced a sudden wealth event
Whether you are planning for retirement, navigating high taxes, or looking to gain peace of mind that your family will be OK if any unexpected life events happen, we are here to help you achieve peace of mind and informed decisions through personalized wealth management.
Join us at Investably and take the first step towards protecting your current and future prosperity.
Our specialties
Wealth specialties we enjoy working with you on.
Personalizing your wealth management service is more than just numbers; it's about compassion, experience, and intellect combined.
Helping Women Prepare for a Longer Sustainable Retirement
You are
As a mom, daughter, wife, I can appreciate that while women are gearing up to receive sizeable wealth transfer in the future, women are generally still reaching retirement with less assets than men, experience longer retirement years, incur higher healthcare costs, and are more likely to be widowed and in need of long-term care.
We help
I work closely with women-led households to prepare for a multitude of scenarios including higher tax implications at time of widowhood to support them in preparing an income strategy that may protect her from running out of her money, a potentially costlier retirement and prepare for a longer, more sustainable retirement.
We plan for
We provide personalized strategies that consider longevity, healthcare costs, and lifestyle goals to ensure that our clients can enjoy their retirement years with peace of mind.
Managing Sudden Wealth Windfalls from Inheritance, Widowhood, or Business Exits
You are
Sudden wealth, whether from an inheritance, widowhood, divorce, business exit, real estate, or equity exits, can be a period of transition with very mixed emotions, which may make all the money moves even more overwhelming.
We help
We combine compassionate care with intellect to help you navigate difficult life-changing events with expert guidance on managing and adapting to your new wealth situation. For example, we may look to see what required minimum distributions (RMD) you may be required to fulfill, or how your taxes may be raised from the change in your tax profile.
We plan for
Our goal is to create a comprehensive plan that aligns with their long-term financial objectives and personal values.
Preparing Pre-Retirees for their Decumulation
You are
The transition to retirement is a significant milestone that requires careful planning because the wealth management steps to protect clients from outliving their assets may be very different than the approaches they took to accumulate their retirement nest egg in the first place.
We help
I help pre-retirees, within 10 years from retiring or hitting their 'work-optional' phase, in preparing to live off their savings and assets, with considerations for optimizing social security, tax implications, and other factors that impact their to maintain a sustainable lifestyle without running out of money.
We plan for
I provide personalized strategies that consider longevity, healthcare costs, and lifestyle goals to help clients enjoy their retirement years with peace of mind.
Guiding High-Earners Through Tax Challenges
You are
For high-earners who have a decent amount of savings but still feel that most of their hard earned money is going towards paying taxes, their hard work is going towards just paying taxes, we support with guidance to help you optimize your income.
We help
I focus on helping you optimize what assets are being created and where they are being placed from a tax-efficiency perspective. Our strategies focus on optimizing long-term tax burden and maximizing your high earnings to build lasting, sustainable wealth.
We plan for
Whether your high income is consistent or ever changing, we hope you make the most of your earnings to create lasting long-term wealth and future income.
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Take Your First Step Today.
Virtual calls are by appointment only.
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