Most of our clients are individuals or business owners, seeking account consolidation, portfolio management, understandable statements, and adviser accessibility for all of their financial questions.
Prospective clients have $200,000.00 or more to invest and think of retirement as a point in their life when they could quit, but probably won't. Knowing they have financial security is their goal. In addition, they don't want to be sold any products, like annuities or insurance, and they don't want to pay any commissions. Some have specific financial planning objectives or questions. We help with specific financial projects as well.