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Our Clients

Most of our clients come from a professional background such as engineering, pilots, education, administration and small business owners.  We have many current and former L3 Harris Corp employees and JetBlue pilots. What they had in common when we began working together was a career transition such as retirement, job change, starting a business or just wanting to be more intentional about planning their financial future.

Client Profiles

These profiles represent a cross section of our clients and the concerns they had before we started working together:

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Mr. & Mrs. Maverick

Saving for Retirement

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  • Planning on retiring in 10-15 years

  • Married with 1 young child 

  • Family of JetBlue pilots flying as much as they can

  • Looking to protect their lifestyle in the event of income loss

  • Need help managing their wealth freeing up time to focus on family and work

  • Interested in expanding their JetBlue 401(k) options through a self-directed 401(k) PCRA Plan

  • Looking for advice on level of risk to take in EZ Tracker

  • Have a high income and tax planning needs

  • Concerned about their long-term financial security

  • Need assistance with college financial planning

  • Create a savings plan for future plans such as wedding celebrations

Mr. & Mrs. Jones

Nearing Retirement

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  • Plan to retire within next 5-10 years

  • Married with children

  • Dual Income full time wage earners 

  • Regularly investing in their company 401(k) accounts

  • Looking for help managing IRA and non-retirement investments

  • Concerned about how much money they will need to retire

  • Retirement goals include relocating, traveling and volunteering

  • Need assistance with estate and legacy planning strategies

Mr. & Mrs. Landry

At Retirement

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  • Ready to retire within the next year or two

  • Husband has been an L3Harris engineer for 25 years

  • Wife is a former L3Harris employee

  • Has an L3Harris 401(k) and pension[1] 

  • Concerned with the complexities of managing income and investments during retirement

  • Wants to know how much they can withdraw per year in retirement to meet their needs

  • Needs help understanding Social Security benefits and planning a distribution strategy

  • Goals are to travel and remodel their home in Melbourne, FL this year

  • Needs help with long-term care options and Medicare programs

  • Has old 401(k)s and IRAs that they would like to consolidate

Nancy Singleton

Independent Individual

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  • Lives alone after becoming a widow

  • Hopes to leave a legacy for two grandchildren

  • Remote worker regularly investing in a company 401(k)

  • Concerned about financial security

  • Looking for a plan to help feel more confident about financial future

  • Concerned about long-term care and does not want to become a burden to anyone

  • Has old 401(k)s and IRAs that need to be consolidated

Donald  Draper

Small Business Owner

Happy Businessman

  • Highly successful business owner

  • Wants to implement a business plan that is tax efficient 

  • Concerned about the succession of the business

  • Wants to insure key personnel of the business

  • Wants a financial plan that addresses business strategy, real estate assets, non-retirement, and retirement investments

  • Concerns about high income and tax planning needs

  • Unsure whether to keep business or pull value from it during retirement

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Ready to take your Financial Plan to the next level?

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