Embrace Your Possibilities
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about your plan, please don't hesitate to contact us.
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jennifer Vogel
J.D.
Director of Operations
Who We Serve
APPAREL + FOOTWEAR | Over half of our practice is devoted to serving clients who work for the largest and most valuable apparel + footwear company in the world. By being engrained in the brand and having a proficient understanding of the various benefits/tools available, we’re able to help clients capitalize on opportunities that are unique to them within their award package.
OWNERS | Individuals who own businesses have a lot on their plate, and often find themselves wearing too many hats. Our goal is to help free-up time and energy so that they can focus on what they do best; running their business. A few areas that we specialize in include; Tax-favored saving strategies for retirement, succession and exit planning, intentionally-structured benefit packages for employees and executives, and buy-sell funding for partners.
RETIREES | We’ve found that most of the folks that we’re working with in this phase of life have done a great job of accumulating wealth, whether on their own, or with the help of an Advisor. However, they tend to face many obstacles ahead which can be paralleled to climbing Mt. Everest; 80% of the accidents happen on the way down, rather than the climb itself. We’re well positioned to help our clients throughout the most challenging chapter of their financial life, which is the strategic distribution of their wealth + overall estate.