Financial Planning for Professionals and Business Owners 50+
We help professionals and business owners over 50 create clear plans for retirement and beyond. With $500,000+ in assets, you’ve worked hard to build your wealth—now it’s time to make it work for you.
Trusted By
The closer retirement gets, the more questions come up—about money, family, legacy, and how to make it all fit together.
Will My Money Last?
Knowing when to retire, how much to withdraw, and how markets affect your income can feel uncertain.
How Do I Lower Taxes?
Investments, business ownership, and shifting tax laws can make it tough to keep more of what you’ve earned.
How Do I Protect Family?
Passing wealth smoothly and ensuring loved ones are cared for can feel complex without clear guidance.
Taking The Right Step Forward
We help you cut through the confusion, feel more certain about the big financial moves, and build a plan that keeps your lifestyle steady and your family protected.
Clarity in Every Decision
From retirement timing to business transitions, we break down complexity and help you move forward.
Wealth Working For You
Strategic approaches for taxes, investments, and income ensure you keep more of what you’ve earned.
A Plan That Puts Family First
Protect your spouse, provide for your children, and ensure your legacy is carried out the way you intend.
3 Generations of Financial Guidance
With roots that trace back to their father and grandfather, Liam and Charlotte represent the third generation of advisors at Relay—reflecting a legacy of family values, trust, and relationships.
Step By Step Process
Money shouldn’t feel more complicated than it already is—our process makes things clear and comfortable. Think of it less like a financial checklist and more like building a relationship—because that’s exactly what it is.
Are We a Fit Call
Book a quick call, virtual meeting, or coffee. We'll see if your situation matches our expertise—if it does, we’ll move forward!
Discovery Meeting
This meeting is all about you. We’ll listen to your story, your goals, and what matters most—no money talk, just testing the waters.
Value Meeting
We’ll show how we can help—laying out a clear plan to simplify your finances, reduce uncertainty, and protect your family’s future.
Putting Your Plan In Action
When you’re ready, we’ll set your investments and strategies in motion, taking the heavy lifting off your plate.
What It Could Look Like for You
For more than three generations, families, professionals, and business owners have trusted us to guide their financial lives. Here’s what some of them have shared about the confidence and peace of mind they’ve found working together.
Quick Reads for Big Life Decisions
Find practical, easy-to-read articles that give you clarity on money, family, and the future—so you can feel more confident.
Your Free Review
Feeling stuck on what’s next? Start with a free assessment and take the first step toward simplifying your finances.
Just a friendly chat—no strings attached.