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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 Avatars

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

Pete Maverick

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JetBlue Airways Pilot

  • Looking to convert his flight plan into a Retirement Plan within the next 5-10 years

  • Married with 1 child in college

  • Flying as much as he can

  • Would like to know if he’s on track for his financial goals

  • interested in expanding his 401K options through a self-directed 401k PCRA Plan

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

  • Looking for help managing outside IRA and nonretirement investments

  • Has a high income and tax planning needs

  • Has old 401Ks and IRAs that he would like to consolidate

Engineer at L3Harris

  • Empty Nester

  • L3Harris Employee for 25 years

  • Wife is a former L3Harris Employee

  • Project Manager for many years and is now a Director

  • Has a 401K and is concerned with the complexities of managing income and investments during retirement

  • Wants to know how much he can withdraw per year without running out of funds

  • Would like a Social Security Analysis

  • Goals to travel and remodel home this year

  • Concerned about his long-term care

  • Has old 401Ks and IRAs that he would like to consolidate

Rick Landry

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Nancy Singleton

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Working Professional

  • Lives alone

  • Two grandchildren

  • Regularly invests in her company 401K

  • Concerned about her financial security and is looking for a plan for more confidence in her future

  • Concerned about her long-term care as she ages and doesn’t want to burden her children

  • Has old 401Ks and IRAs that she would like to consolidate

Small Business Owner

  • Highly successful retired business owner

  • Wants to implement a business plan that provides the highest tax deduction

  • Concerned about the succession of his business

  • Wants to pull value from his business during retirement

  • Wants to insure key personnel of his business

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

  • Concerns about high income and tax planning needs

Donald  Draper

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Ready to take your Financial Plan to the next level?