Broker Check

Professionals

Professionals

Medical Professionals 

Medical Professionals 

Being an established medical professional often comes with a lot busyness and feeling the impact of taxes by higher earnings. Financial security is something important to you but with the demands of your career, you need help creating and executing all of what that entails.


Or you you may be in the early stages of your medical career and after years of rigorous training and study you are uncertain how to lay the proper foundation for your financial future especially if there is looming debt involved.

Sales Professionals

Sales Professionals

A career in sales can be very financially rewarding. Your income opportunity can often reflect your drive to work hard, but with that may come inconsistent cash flows due to bonuses or commissions. It can be difficult to establish a rhythm to sustain your lifestyle along with taking advantage of wealth building opportunities. The question we get asked the most from sales professionals is - "how do I establish financial confidence given my unpredictable income"?

Corporate/Business Professionals

Corporate/Business Professionals

Whether you work for a big corporation or privately owned business you are dedicated to your career. The questions we get asked the most from corporate/business professionals are -"what kind of opportunities exist outside of my benefits package and more importantly what would that mean for my financial goals"?

Tech Professionals

Tech Professionals

A career in tech equips you with some of the most sought after skillsets due to our evolving economy relying more and more on technology. That means your ability to earn income can take many different forms- from an initial signing bonus, annual bonus, RSU awards or increases in pay from a big promotion internally or externally. Taking into account all of that, the question we get asked most often is, "how do I design my financial picture most strategically based on many forms of compensation and my objectives"?

Attorneys

Attorneys

Much like a career in the medical field, being an attorney requires intense schooling but the upside on the career can make the years of sacrifice and hard work pay off. You may be dealing with student loan debt as you embark on a long sought after career, or may be busy working hard at your firm to make partner and/or maximize your income earning potential. Taxes, debt and investing are things that are important for you to figure out but with your career obligations it may feel difficult to gain clarity on where to start or what you should be doing based on your goals and objectives. 



Government Professionals

Government Professionals

Very few careers offer a stronger sense of financial security than a career working for the government. The pressure to plan for your financial future may not feel as pressing due to the quality of your benefits, but the question we get asked the most is - "what are the things I can be doing outside of my benefits that can allow me to meet more financial goals other than just retirement?"