Who We Serve
How Do I Know If I'm a Good Fit?
We provide the best advice when we serve clients with similar characteristics. Our typical clients are:
Individuals age 50 plus who are within 10 years of retirement or currently retired.
Disciplined savers who have a built a retirement "nest egg" that exceeds $1 million or more.
People who prefer to delegate retirement planning and investment management responsibilities to an expert so they can spend time enjoying life.
Robert and Rebecca are empty-nesters who are ready to start focusing on retirement.
They have managed their finances well, but now they need specialized advice to help them retire.
They just need to find someone they can trust.
Susan and her husband, John, were married for 43 years. Unfortunately, he recently died of a sudden heart attack.
Now she is managing her finances for the first time in her life and feels lost.
She wants a trusted relationship with a financial advisor who can help her gain clarity and ensure financial security.
John and his wife Mary are devout Christians. Like many families, they are busy with their life and career, but they are also focused on giving back.
For them, life is guided by their belief in God and their Christian values.
They want to partner with an advisor who is guided by biblical principles.
Rick is a respected executive at his company and time is his most valuable resource.
With such a high demand job, he wants to delegate as much as possible so he can spend his free time with his family and quality of life desires.
He wants a relationship with an advisor who has experience with executive compensation and high income earners.
Ralph and his wife Susan retired 8 years ago. They are active and full of energy.
Ralph currently manages the family finances but worries about what would happen to Susan's financial security if something were to happen to him.
They want to simplify work with a financial advisor to make sure he and Susan will be okay regardless of what the future might bring.
As a physician, you have a demanding role with a challenging work schedule.
You know the power of delegation and excel when you have a talented team contributing to your success. But time is limited and you just want an advisor who can help with your finances, just as your nurses assist with your medical duties.
You want a financial advisor who:
Has experience with other clients like you
Isn't afraid to analyze the details so you can focus on life
Will help you reduce income taxes and prepare you for retirement.
Uses checklists to uncover financial opportunities without missing critical steps.