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.

PHARMACEUTICAL EMPLOYEES

When working with our pharmaceutical employee clients, we help with financial concepts such as:

  • Deferred Compensation
  • Restricted Stock
  • Stock Options
  • 401(k)s
  • Long-term Incentive Plans (LTIPs)
  • Profit-sharing Plans (PSPs)
  • Charitable Giving Programs

Pre-Retirees

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:

  • Long-term Care
  • Retirement Income Streams
  • Social Security Maximization
  • Tax Strategies
  • Budgeting

RETIREES

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.

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