For most owners and high-earning professionals, the business or the career is the retirement plan. We help you turn that into income that does not depend on it running forever.
Your wealth is tied to your work. That works, right up until you need income that stands on its own.
Entrepreneurs and professionals face a different set of questions than most. Your net worth may be concentrated in one company, one practice, or one career, and the same drive that built it can make it hard to step back and plan around it. Our job is to help you diversify that concentrated value into dependable personal income, plan the eventual exit on your terms, and coordinate the tax and estate decisions that come with it, all as your fiduciary.
How do I turn my business or career into lasting retirement income?
What is the smartest way to plan an exit or a succession?
How do I manage the tax hit when my wealth is concentrated?
Am I actually on track, or just busy?
We bring planning, tax, and investment management together so the decisions about your business and the decisions about your personal future are made as one.
A strategy to convert concentrated business or career value into diversified, dependable income you can count on in retirement.
Planning the eventual transition of your business, whether a sale, a handoff, or a wind-down, on a timeline and terms that work for you.
Choosing and running the right retirement plan for you and your team, so the business helps fund the future rather than absorbing all of it.
Managing the tax exposure that comes with concentrated holdings, from the sale of a business to equity compensation, with a tax attorney on the team.
Making sure your investment, income, tax, legacy, and risk decisions all work together, instead of being handled by professionals who never speak.
A clear answer to the question behind all the others: are you actually on track, and what would it take to be.