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Financial Planning & Investment Management

High-Income Earners

Being a high-income earner means you're looking to get beyond the basics of saving for the future. You're already maxing out your 401(k), but want to save more as tax-efficiently as possible.

We work with families like yours to make sure you're maximizing all the benefits available to you as a corporate executive or business owner. This may include stock options, pension plans, deferred compensation plans, or setting up a retirement plan that's beneficial for business owners. 

There are also financial planning strategies that can make sense for high-income earners.

Your Financial Goals Might Include

  • Pay off your mortgage early
  • Minimize the taxes you owe each year
  • Funding college costs for your kids
  • Maximize saving or investing for retirement
  • Launch or safeguard your own business
  • Make sure you have enough insurance to cover your risk exposures
  • Have freedom to give back to a charity or church


Planning &
Investment Management

Financial Planning: Tell your Money How to Work for You

Your situation is unique, which is why we deliver highly-customized financial plans. We help you identify your goals and the resources you have available to reach those goals.

After designing your plan, we connect with you regularly to motivate you to milestones, celebrate accomplishments, and identify obstacles we can avoid. This extra attention also helps us to make changes when life goals or priorities change.

Related: Learn more about our process  | Meet our team of advisors

Wealth Management: Take Stock of Your Investment Options

Management of your investments should include careful consideration of a wide range of factors, from taxation to diversification. Each factor impacts your portfolio and determines what types of investments are most appropriate. Your current life phase, and the one you’re moving toward, tells whether growth or preservation is most important.


Together, we decide the percentage of stocks, bonds, funds, or other investments. Next, each investment is carefully assigned an account type based on tax implications.


Investments we may use include:

  • Individual stock
  • Bonds
  • Exchange traded funds (ETFs)
  • Mutual funds
  • Alternative investments

Related: Learn more about our process  | Meet our team of advisors


How We
Work Together

Financial Blueprint Design

The lifestyle you live now (and the one you want to create) shapes how your finances should be managed. Everyone has different priorities and goals, so no two financial blueprints are the same. Regardless of which financial services you need, we start by developing a blueprint to guide us toward success.

Related: Learn more about our process  | Meet our team of advisors



Schedule a Meeting or Ask a Question

If you have questions about financial planning, wealth management, or our financial design process, send us a note. If you’re ready to explore a partnership, schedule an introductory call with one of our experienced advisors.