We are financial advisors who serve mid-career professionals.
Some of our clients are high income earners in corporate settings while others are owners of professional practices or businesses. Most are juggling many competing priorities—family obligations, demanding careers, personal and professional development, etc.—which occupy much of their available time and energy.
All have a strong desire to gain clarity around their financial lives.
To this end, we help our clients gain clarity through ongoing guidance on substantially all aspects of their financial lives.
Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
- Comprehensive personal financial planning
- Investment advisory & portfolio management
- Insurance advisory & sales (life, disability, long-term care, annuities)
- Wealth transfer & estate planning
- Business retirement plans (401k, profit sharing, etc.)