Our Clients are
Just like you, our clients understand that the success of their retirement is too important to take a do-it-yourself approach to. And while they recognize the importance of working with an experienced advisor, they aren’t content with the idea of paying someone a percentage of their assets just to buy and hold… and wait and hope it works out.
How Do You Know If You’re a Good Fit?
We’ve Found We Can Best Bring Value to Those Who:
- Value experienced guidance
- Save diligently and are in or within 15 years of retirement
- Have accumulated $250,000 or more of investable assets
- Recognize themselves as financial delegators
- Want to make educated choices about their money
We’ve Built Our Firm on the Foundation Of Helping People Work Toward Financial Freedom
From the start, we’ve always limited the number of clients we serve. Why? Because we still believe in old-fashioned customer service. To this day, we value the ability to provide each and every client with the highest level of personalized service and attention possible.