Our Multifaceted Approach
We work with clients at all stages of the financial planning journey, from investing for the first time, to making
the most of retirement.
Jorge, late 40's, dentist with his own practice
I’m fortunate to run a successful dental practice employing 10 terrific people. My own school loans are finally paid, and my son recently graduated from college. I’m currently hoping to maximize my retirement savings while continuing to create value within my dental practice.
- What financial moves should I make now—and in the next few years?
- Should I have a 401K or a Cash Balance Plan?
- How do I determine whether I have enough accumulated assets - including my practice—to retire as I’d like to?
Ted, late 60's, married, adult children
After graduating from law school, I joined my family’s business and am now the principal and CEO. I’m ready to slow down — and spend more time traveling for fun, and less time managing. My children are grown, and none of them are interested in taking on this business.
- Can you help transition my business? I’m not sure where to start, and don’t have time while I’m still running it. But I need someone I can trust to make sure what we’ve built will be maintained.
- Can I afford to retire now?
- I’d like to make sure my investments pay off not just for myself and my wife, but for our children and grandchildren. What’s the best approach?
Scott & Rani, married, in their mid-30's
Life is moving fast — we have two young children, and we are both trying to find a better balance. We’re tired, and know we should be thinking about investments and paying down the student loans we still have. We like our jobs — but we just don’t have time to think much about investing, saving for college, getting out of debt and saving for retirement.
- Can we afford to have one of us stay home?
- Where should we be focusing right now? Paying off our own student debt or saving for our children’s college
- Retirement seems really far off — but we know we should be saving. We need advice in this area.
Janine, early 50's, divorced, 1 child in college
It’s hard to believe, but I’ve been working for almost thirty years! I did take a little time off to be home with my daughter, who is now 21 and about to graduate from college. I’m proud to say that she’ll graduate without loans to repay — but I also know it’s time to turn to my own financial well-being now that her education is paid for. I own my condo in Boston, and would like to buy a cottage that we’ve rented every summer for years. I have had four different jobs over my career, and have several 401Ks that need to be consolidated. In the past, I’ve managed everything on my own — but now I’d like someone to take things over and advise me.
- Where should I be focusing my investments at this point?
- Ideally, I’d like to retire in about 12 years. Is that realistic? What do I need to do to get there?
- Can I afford to buy the cottage on the Cape? Would it make a good investment?
Ready to Start Your Journey?
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
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