We offer comprehensive financial planning and specialize in working with pharmaceutical employees and those nearing or living in retirement. We work best with clients who have minimum investable assets of $500k but are able to cater our services to a number of different clients.
When working with our pharmaceutical employee clients, we help with financial concepts such as:
With retirement on the horizon, there are some important financial decisions to make, and we can help you navigate your options. We can discuss factors including:
We are living longer than ever before, and many people need to budget for 20-30 years of retirement income. Because of this, as well as the rising cost of healthcare and other expenses, it’s important to have a retirement plan you can rely on.
We love working with retirees because this major life milestone requires diligent planning and care.
