Our Clients

Retirement is an exciting time, but it can also come with uncertainty and angst in regards to questions like “Where will my money come from?” and “Did I save enough?” Over 80% of WillowTrust Wealth Management clients are age 50 or over and either in or close to retirement. These clients are all offered a comprehensive planning process that includes the following:

• Retirement Planning and Distribution Strategies
• Social Security Planning
• Tax Planning
• Personal guidance related to emotions tied to leaving the workforce and transitioning into retirement

With an extended family that includes two great-grandmothers and two grandmothers – all widowed - three aunts and two sisters, Jim is no stranger to the unique financial planning challenges faced by women. It is that experience and knowledge that enables the WillowTrust Wealth team to specialize in working with female clients, most of which fall into one or more of these categories:

• A widow, often surviving a long-term marriage
• An inheritor, working through the grieving process and handling many critical decisions at a difficult time
• A successful woman and sole decision maker for her household
• Recently divorced or needing to reassess her financial situation after a life change 

For a small business owner, planning is everything and that planning is often met with a unique set of opportunities and threats. Combine those challenges with the fact that many small business owners are nearing retirement and the future can begin to feel overwhelming. WillowTrust Wealth Management understands both the excitement and the road blocks that come with operating a small business and the team is well-equipped to advise you on the following:

• Business retirement planning
• Executive compensation
• Succession planning
• Tax strategies and planning