High Earners

Executives
Managers
Entrepreneurs
Venture Capitalists
Pilots / Copilots
Medical Professionals
Dental Professionals
Engineers
Physicists
Judges / Attorneys
Suddenly Wealthy

Heirs / Heiresses
Trust Fund Recipients
Lottery WinnerS
Legal Awards & Settlements
Business/IPO Windfalls
Retirees / Pre-Retirees

Couples Retirement Planning
Singles / Widows / Divorcees
Early Retirement
Self-Employed / Small Business Owners
Retiring Executives & Managers
Social Security / Medicare Assistance
Aging In Place
Assisted Living Planning
Semi-Retirement
Temporary Retirement
Life Transitions

Marriage / Divorce
Having Children
Loss of Spouse
Loss of Child
New Pet(s) / Loss of Pet(s)
Moving / Relocating
Estate Distribution
Education Planning
Trust Funds
Inheritance / Legacy Planning
Growth, Closing, or Sale of Business
Job / Career Changes
Illness / Disability
Business Owners

Entrepreneurs / Solo-Preneurs
Business Model / Entity Selection
Valuations For Business Sale
Employee Benefit Plans
Stock Options
Family Business Transitions
Business Tax Planning & Returns
Philanthropists

Charitable Giving Planning
Endowments
Donor Advised Funds
Charitable Remainder TrustS
Inheritance / Legacy Planning
Tax-Free Donations
Non-Cash Contributions
Sustainability Conscious

New & SEasoned Investors Alike
SRI Investors Looking for Better Economic Value in Investments
Corporations with Sustainability Initiatives & Programs
Businesses looking to Support community and Society Betterment
Non-Profits with Sustainability-Focused Missions
Philanthropists, Environmentalists, Conservationists, and more!
Minorities & Allyships

Women-Owned Businesses
Women in management & Mid-Level Executives (Female leaders)
LGBTQ+ Individuals & Allies
RAcial & Ethnic/Ethno-linguistic Communities
Veterans in Civilian Workforce
Persons with Disabilities
Organizations & Associations Supporting Minorities
Emerging Investors

Millennials / Young Investors
REcent Graduates
Recently Promoted
Crypto Investors Looking for more stable investments
Prior DIY Investment Tools users
Suddenly Wealthy with no prior investing experience
Who Needs a Financial Advisor?
Wherever you are on your financial journey we’re here to help you achieve the future your dreams. If you think you might need a financial advisor, give us a call to discuss how our financial planning and wealth management services might assist you.