INDIVIDUAL INSIGHTS
Our mission is to give people new ways to think different about their wealth. For individuals, this starts with the realization that YOU are your greatest asset. Your ability - to think, to make decisions, to earn an income - is ultimately the thing that underscores the potential for you to live your life the way you envisioned it.
We work with our clients to show them how they can augment their current wealth strategies. We believe in challenging mainstream thinking when it comes to accumulating and distributing wealth. We believe that this accumulation and distribution of our clients' wealth should occur as efficiently as possible. We believe proper wealth strategies can allow you to save and use your money at the same time, along the path to becoming financially independent. We pride ourselves on asking why at all stages of strategy implementation in order to bring clarity at a time when it is needed most.
The Young Professional
How much should I be saving?
Where should I be saving it?
How do I buy a car?
What is the best way to buy a house?
I feel like I am doing a good job, but how can I do better?
Am I compounding my money in the most efficient way?
MIDcareer & Growing
How will I pay for education costs?
How do I plan for the future?
How much life insurance do I need? How much do I want?
What is the most effective way to pay for college?
How can I minimize taxes now and in the future?
The Retirement PLanner
Am I paying more in taxes than I need to be?
How do I get access to the money that I've accumulated?
Am I thinking about wealth distribution, not simply wealth accumulation?
What if taxes increase in the future? How will this impact my current plan?
THe Estate Planner
How can I maximize my legacy?
I want to pass on money to my family, not the IRS, but how do I do it most efficiently?
What kinds of strategies can I put in place for my children and/or grandchildren?