Whom We Serve

Our team of diverse advisors allow us to serve a wide range of clients. While each client situation is unique, we believe they all share a common goal: the pursuit of financial peace and security. Our clients include:

Retirees

Strategize retirement assets, Social Security, pension(s), and investment distribution for lasting security

US Military and Civil Service

Pension maximization, survivor benefits, tax planning, and TSP asset management

Divorcees

Post-divorce, realign finances for a stable and secure future

Business Owners

Strategic planning for growth, employee well-being, and long-term success

Corporate Executives

Navigate, manage, and diversify executive compensation strategies

City and State Public Service

Guidance on retirement asset management, pension(s), and Social Security integration

Inheritors/Heirs

Manage, protect, and grow inherited wealth for long-term success

401k/403b Management

Expert guidance for managing retirement plans with self-directed accounts

Stock-Compensated Employees

Optimize and manage your company stock within your strategy

Healthcare Professionals

Specialized advice to improve financial health

Widows/ Widowers

Compassionate support and guidance for managing finances after a loss

Retirement and Benefits Consulting

Optimize business retirement plans for tax efficiency and effectiveness

Embracing the power of strategic insights

Our team of diverse advisors allow us to serve a wide range of clients. While each client situation is unique, we believe they all share a common goal: the pursuit of financial peace and security. 

Philip Maliniak & Xerxes Nabong

Co-Founders

If your industry is not listed, please reach out to us directly. We are well-equipped to cater to your specific needs, providing tailored solutions in your operating sector.

Contact us