Broker Check

Whom We Serve

Our Focus Is on You

We specialize in working with pre-retirees & retirees, physicians & dentists, executives, and business owners. Most of our clients will fall into one of the categories below; however, we are here to serve our community regardless of your background. We provide financial counseling, investment management and function as a Family Focused Office.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Money is essential in retirement, but equally important are maintaining your values and lifestyle. We do extensive fact-finding until we get to know the intricacies of your life and personal aspirations. From there, we can proactively allocate investment funds, manage cash flow needs, minimize taxes, and create a working financial plan.

 

Physicians & Dentists

Physicians & Dentists

Maybe you got into the medical field because you are passionate about helping people. However, your life after residency can become overwhelming with personal and professional responsibility as your finances become increasingly complex. We know the ins and outs of financial planning for medical professionals, specifically in wealth management for physicians & dentists. You shouldn’t have to rely on your insurance agent to provide quality financial advice.

Executives

Executives

When appropriately utilized, employer equity plans can be used as a strong foundation for building your personal net worth. However, these alternative forms of executive compensation can be highly complicated, leading to headaches, tax issues, cash flow problems, and bouts of volatility. We specialize in ensuring that you make the most out of your executive compensation packages in a tax-efficient way.

Business Owners

Business Owners

It’s essential to integrate your business planning with your personal financial needs. Beyond assisting you with your business strategies, we help with a wide range of wealth management services, including retirement planning, estate planning, investments, and more. We offer financial planning for business owners to make the most out of their hard-earned wealth.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 

Peter.Shunyia@lpl.com | (248) 365-8822