Specialty Planning

Athletes

Every extra hour spent in the gym, morning workouts, 2-a-days, 3-a-days, have been on the arduous road that has led to your success. This is something only 1% of athletes, of the top 1%, ever achieve.

With the average professional career ranging from 3.5 – 9.5 years, your income will be highly concentrated for several years. Planning to financially provide for yourself for the decades to follow is paramount in your financial plan.

How are you protecting yourself on and off the field?
What are your career goals after your retirement?
Are you maximizing your league benefits?

We will factor in everything unique about you to build your custom financial plan.

Inheritance/Settlement Planning

Receiving a large inheritance, legal settlement, or estate distribution creates important planning decisions that can permanently impact taxes, cash flow, and long-term wealth outcomes. We help clients evaluate options, structure assets properly, and build disciplined investment and distribution strategies so sudden liquidity becomes durable financial security — not uncertainty or regret.

Key focus areas:

Lump-sum settlement planning
Inheritance investment strategy
Tax minimization and timing decisions
Trust funding and distribution planning
Asset protection considerations
Long-term income design from received assets

Content Creators

You have achieved the American dream - talking about and doing something you love as a career. Your followers look to you for advice, guidance, and entertainment. With your rise to success and time focused on your business, who are you looking to?

Being a content creator or an influencer is a highly demanding career. You must always be “on”, continuously generating new content. With this demand for time and creation, managing your financial future may be not be at the top of your “to-do” list. We help make it a priority.

As a business owner, you are not provided a retirement plan. You need to provide for yourself as you always have; what is the best vehicle for you? Managing your cash flow and tax-advantaged savings tools will be a necessity in designing a plan for your financial future.

YouTube, TikTok, Instagram, Twitter, Facebook - you drive your followers, and we will help you continue on the road to success.

LGBTQ+ Community

As a member of the LGBTQ+ community, we understand that your financial strategies may differ and require more unique specialization than those of other individuals in your circle.

Estate Conservation Strategies – including reviews of wills and trusts to ensure that your legacy is passed on to your loved ones as you have directed.
Family Planning – including planning for “hidden” expenses of child-rearing, especially related to in vitro fertilization or surrogacy.
Retirement Planning – comprehensive reviews of your preparedness for retirement, and ensuring that you and your partner are getting the maximum benefits from Social Security.
Long-Term Health Care Planning – the responsibility of aging parents is often placed on the LGBTQ+ child. We will plan with you as to how to reduce the financial burden of this care and prepare you for your own long-term health care needs in the future.

Special Needs Planning

Everyone deserves the opportunity to have a specified financial plan, including families who partake in the development challenges having individuals with learning, physical or cognitive difficulties which impact their everyday lives. Through our experience, four important questions lay out the foundation of how our team works with families by providing peace of mind about their loved ones future:”

Who will take care of my loved one when I’m no longer able or I’m no longer here?
How will successor caregivers and trustees know about my love one’s challenges and nuances?
How much money is needed to ensure that my loved one is taken care of for their lifetime?
What can I do today to meet my loved one’s changing needs and increase our family options?

Physicians

Years of education and hard work have brought you to one of the most sought after professions in our country. As a physician you face many daily stresses, of not only caring for your patients but caring for yourself and your practice. There are financial planning gaps very specific to you, that we will help address.

Navigating your student loans early in your career
Finding the right practice for you, or starting your own
Contributing to retirement savings plans beyond your traditional accounts
Protecting your income and your family with the proper insurance

Request a meeting today to help plan for tomorrow.

Executive Planning

Your role entitles you to benefits that many people never have to navigate the complexities of. Whether we are maximizing your stock options, restricted stock units, executive bonus plan, we will work together to make the most of your opportunity.

There are many questions you may face in your plan

Am I over exposed in my income and investments to one company?
How will I replace all my income in retirement to maintain my lifestyle?
How long should I wait before exercising my stock options?

Saving for your financial independence, protecting your income and your family are all goals we can address together.

Family Office Development

Families with substantial wealth face challenges that go far beyond traditional financial planning. We provide coordinated family office-style planning that integrates investment oversight, tax strategy, trust and estate structures, business interests, and multi-generational governance. Our role is to serve as the central planning quarterback — aligning attorneys, accountants, and other advisors into one cohesive strategy designed to preserve, grow, and efficiently transfer wealth across generations.