Our Clients
Families, Businesses, & More
Whether you’re an individual or business owner, we can help. Over the years, we’ve worked with all kinds of wonderful people, and are confident we can help you, too. Learn more about the different types of clients we take on!
Individuals & Families
Most of my clients are “normal” Lawrence people. Some may have resettled to either coast or as far away as Europe, but the overriding commonality is that they are incredibly kind and decent people. I am blessed. They are committed to their families and those they love. They are compassionate and generous. They seem to smile a lot. I have served many to their graves and I have continued to serve their spouses and next generations. This humbles me and I am grateful.
Business Owners
Entrepreneurs lives are demanding and complex. We understand their various entity formations (LLCs, Sub-S, C-Corp, etc.), their unique attributes, and planning realities and opportunities. Having strong working relationships with their advisors is imperative (CPAs & Attorneys). As an advisor, understanding their non-linear financial and personal lives is also imperative. The interplay with the personal financial planning cannot be divorced from these realities. We have the experience and intellectual capital to work with them during the early growth phases, to the day they sell or pass on their business to the next generation… and every day in between.