Client Profiles
Wealth Management for Doctors and Medical Professionals
HIGHLIGHTS OF THIS PROFILE
Desire advice from a professional
Desire to save money and save taxes
Desire to invest wisely
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TOP SERVICES FOR
Wealth Management for Doctors and Medical Professionals
Strategic Debt Annihilation plan
Insured appropriately
Coordination with your CPA
University Professionals
Our area is surrounded by universities and institutions devoted to higher education. Liberty University, University of Lynchburg, Central Virginia Community College, Randolph College, Sweetbriar College, Virginia Tech, James Madison University, and University of Virginia are a few of the campuses in close vicinity to our office. As a faculty or administration professional, you work hard to train the next generation. Let us help you plan for your future.
HIGHLIGHTS OF THIS PROFILE
Value our scientific approach to investing
Looking for retirement plan advice
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TOP SERVICES FOR
University Professionals
Evaluation of TIAA-CREF 403b investment options
Choosing Medical Retiree benefits
Analyze Roth Conversion options
Framatome & BWXT Employees
Lynchburg is home to several large companies, including Framatome and BWX Technologies, Inc. We have interacted personally with employees of these firms for many years and are familiar with their employment and retirement structure. You are an expert in your field and we are an expert in ours; contact us today to begin a profitable partnership.
HIGHLIGHTS OF THIS PROFILE
Desire for a written plan.
Desire to max tax-saving accounts (401k/Roth/IRAs)
Questions about Stock Options
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TOP SERVICES FOR
Framatome & BWXT Employees
Analysis of Lump Sum vs Pension
Keep tax bracket low in retirement
Good coffee at our office anytime!
Business owners
Local business is the heartbeat of our community. You have invested your life into your business to provide a product or service to the public. Are you taking advantage of tax-saving strategies and maximizing your saving potential? We partner with many business owners and entrepreneurs who were initially unaware of the possible ways to save money. Read about a case here, and then call us to see for yourself what strategies we have up our sleeve to benefit your business.
HIGHLIGHTS OF THIS PROFILE
Desire to partner with a financial specialist
Interested in tax savings
Want to convert business equity into future cash flow stream
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TOP SERVICES FOR
Business owners
Retirement plan options and advice
Diversified investment holdings
Coordination of estate plan regarding your business
Widows & Widowers
When you experience a tragedy and lose someone you love, it becomes even more important to be surrounded by people you trust. You need to link arms with an advisor who will remove financial stress from your life’s equation. Read more about how we have helped others in similar circumstances here.
HIGHLIGHTS OF THIS PROFILE
Overwhelmed with paperwork
Questions about the future
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TOP SERVICES FOR
Widows & Widowers
Social Security analysis
Partnering with knowledgeable, trustworthy firm
Estate Document Review
Creating To-do lists
Retirees
You have worked hard for the majority of your life. Retirement is an opportunity to enjoy the benefits of your hard work. We have the tools to help you design a legacy plan that will pass on your wealth according to your wishes and help you Sleep Well At Night. You want a rewarding and purposeful life post-career, in which you retire to something rather than retiring from something. Read about a case here and give us a call today; we want to help.
HIGHLIGHTS OF THIS PROFILE
Usually age 55-67
Desire for interlaced financial plan
Can I afford to retire? Will I have enough for the future?
Medicare questions
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