Engineers

Engineers who own businesses spend their lives making things safer, more effective, and more efficient.  Often this leaves little time for family or for managing one’s financial future. We’ve worked with engineers and other business owners for over 25 years and we’ve helped by providing advice, structure, efficiency and peace of mind for their lives - outside the office.
The desire for growth sometimes results in too much of one’s wealth being tied up in the business. To maximize wealth, we help engineers address four key areas:

• Family Financial Model – We’ve helped engineers evaluate numerous versions of the future by employing sophisticated modeling tools that allows business owner clients to make decisions about their future with greater confidence.
• Retirement Plan Design - This is an area that requires knowledge of the characteristics of the company’s labor force, cash flow, and the specific characteristics of each type of retirement plan.
• Investment Management – Engineers appreciate the “science” applied to our investment discipline, which comes out of Modern Portfolio Theory. 
• Risk Management – We work with your other professionals – your attorney, accountant and insurance agent to identify and implement solutions forasset protection, estate preservation and business exit strategies.

When we’ve implemented our solutions, our engineer clients find that they have a safer, more effective and more efficient plan for their financial future.   And that’s what we like to build!