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For Corporate Employees

The ‘average’ corporate employee doesn’t feel wealthy enough to work with a financial planner. And yet, those are the people who need to plan most.

Does a steady job today translate into security tomorrow?
Do you know what the outcome of your hard work will be ten, twenty, or thirty years down the road? Many people have parts of a financial plan in place. Likely, none of this “planning” has been coordinated or synchronized among their diverse advisors. Very few people actually have a written financial strategy in place. They could not tell you if, how, or when they will reach their goals.

It’s time to bring order to your financial life
We understand the special financial circumstances of corporate employees, from options to benefits including, but not limited to, 401(k), Roth 401(k), Group Life, Dental, vision, short and long term disability insurance, ESPP, ESOP, cash and stock bonuses, deferred compensation, pensions, and so much more.  We take special care in integrating your current benefits with the other pieces of your financial portfolio to help you build and protect your assets for a more secure tomorrow.

Work with an advisor who actually chooses to work with you
We will help you define your goals, so that you understand what it is that you seek to accomplish. Then, we introduce some common sense planning and proven solutions sets to help you maximize your cash flow and move you closer to where you want to go. 

Contact us today for a no-obligation consultation.