Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement. It makes sense if you think about it. Many Americans now find their homes are doing triple duty as a place to live, work, and learn. Add that to the fact that… Read More
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The Redwood Tree is one of the tallest (350 feet tall) trees in the world, yet it cannot thrive in the wilderness alone. Because its roots are very shallow; often only five or six feet deep, they flourish in thick groves, where the roots can intertwine and even fuse together. This provides the Redwood tremendous strength against the forces of nature, allowing them to withstand high winds and raging floods. Our clients are like the Redwood and our network of specialists is the supporting grove. We help our clients reach their fullest potential by providing them financial guidance that allows them to confidently make financial decisions to weather the constantly changing economic climate.
What We Do
We help successful families boost their financial independence by providing on-going customized wealth management strategies.
Not every client is the same, however, most of our clients face these 5 common concerns:
- Accumulating Their Wealth
- Preserving Their wealth
- Mitigating Taxes
- Taking Care of Their Heirs
- Charitable Giving
Who We Serve
Our clients come from all walks of life. They are business owners, retirees, executives, doctors, nurses, etc. While each person has different goals and dreams, there are some common characteristics that our clients share.
Our Blog
Latest Updates
Making Medicare Part of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts A and B), others might find it lacking and decide to supplement original Medicare… Read More
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Dow Jones Changes Lineup
The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change went into effect before the market opened on Monday, August 31.… Read More
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How much can I contribute to a Roth IRA in 2020?
Although there are no income limits for a Traditional IRA, that is not the case for a Roth IRA. How much you can contribute to a Roth IRA depends on how much you earn. The maximum you can contribute to a Roth IRA is limited to $6,000 per year per person ($7,000 if you’re age… Read More
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How Much Money Will I Need in Retirement?
The answer to this inquiry should just be a giant question mark. It’s not until you do more planning that the answer becomes more clear. Outliving retirement money is one of the top fears for people who are starting to prepare for their retirement years. That’s why when I read headlines that say, “Here’s how… Read More
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Federal Student Loan Relief
This month many universities and colleges are welcoming students back to campus… kind of. Something feels different as many campuses are implementing an online curriculum. COIVD-19 has forced colleges and universities to change the way they operate, and the changes do not stop there. The current administration has issued an executive memorandum that extends the… Read More
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