Our Clients Small Business Owners. Typical areas of focus include ...Retirement Planning for themselves and their employees.Succession Planning — how to protect the business equity in the event something happens to the owner(s).Estate Planning Strategies — protecting what the owner has worked so hard to build.Tax Efficient Investments — a business presents opportunities and challenges when it comes to taxes.Pre-Retired / “Empty Nesters.” Typical areas of focus include ...Retirement Planning.Experiencing Joy — getting enjoyment out of life while healthy.What’s Next? Guiding people to consider and strategize for the next chapter of their lives.Young Families. While many financial professionals shy away from young families because they do not have “enough” assets to invest, that does not mean their financial concerns go away. Having a young family myself, I understand the financial demands, and anxieties that are often overwhelming. Education, strategic planning, and wise-counsel in making good financial decisions are vital and have long-term positive consequences.