Who are your typical clients?

Our typical clients fall into three categories:

Retirees and Pre-Retirees. By far the over-riding concern of these clients can best be addressed by this question, “Can we live the lifestyle we want to live in retirement without worrying about running of our money?” Estate planning concerns and long-term care concerns also tend to rank among the higher priorities of these clients.

Two-income professionals with children. These are attorneys, physicians, and corporate executives with extreme demands on their time. They know they have a myriad of financial planning and investment issues which need to be addressed, but simply don’t have time to address them all.

Small business owners. These are entrepreneurs who are trying to run and grow a business and need someone to help them assemble a team of professionals to address the numerous financial concerns they have.