John, age 49, entrepreneur
Client Profiles...
"I
want to retire with a certain lifestyle. I envision living in Boca in my 60s
and having a condo where I can look onto the ocean from my terrace with my wife."
"After
my divorce, I had to start working again. I needed to manage my finances on
my own, instead of with my ex-husband."
Ellen, age 47, sales executive, newly single
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"With
my law practice thriving,
I want to increase my office space. Will renting or buying best leverage my
money?"
Jacob, age 50, attorney,
married, with three kids. His oldest is starting college soon.
"Our
stock options could make us richer than we ever dreamed of, but is the money
going to be there when we need it?"
Phil, age 30, IT expert, married with a two year old
"My
husband and I always supported good causes. I'd like to continue his legacy"
Claire, age 70, widow with substantial assets
whose family is well taken care of financially
"I
want to invest in growing my practice by adding more doctors to my staff. But,
I also want to plan for retirement."
Harold, age 55, physician in his third marriage with two adult children and one grandchild
We help clients manage situations like these.
