Who We Serve Best
We work with driven and successful people in all stages of life, from young professionals to experienced executives preparing for retirement. We’re especially passionate about helping business owners diversify their assets and become financially independent so they can maintain their lifestyle, whether they decide to sell or stay in the business indefinitely or not.
I immediately knew Joel and I had a lot in common. Having both studied finance in college, we understood the time value of money and the importance of saving early in life. I was fortunate to meet Joel very early in my career (20 years ago). Being the same age put both of us on a similar career progression with similar career goals. We were both very fortunate to grow up in a household where our parents lead by example with through their strong work ethic. Joel is a very hard worker. Joel’s passion is second to none and his enthusiasm to serve clients is unmatched.
"Joel’s team is very dedicated to customizing a plan for each client they serve. It’s not a one-size-fits all approach at all. The team takes time to understand the goals for each situation. They’re focused on a long term objective and life long relationship.
Our clients are all unique and so is the way we serve them, but most fall into one of these categories:
Small Business Owners
Women in Transition
Pre-Retirees & Retirees