The Wealth Builder

Wealth Builders have successful careers and are now concerned about saving for their children’s college and retirement. They need assistance with asset protection1 and tax planning strategies. They may also be considering launching a second career or starting their own business.

People in Transition

People in Transition include clients who change careers, move to take a new job, get married, start a family, or decide to divorce or re-marry. They may be returning to school or considering investing in a new business. Their concerns include cash flow management and overall wealth accumulation.


Boomers may have their eye on retirement, but don’t want to “retire.” They are beginning to invest in local businesses or take leadership roles in community organizations. Their concerns now include legacy planning and charitable giving.

1 Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.