Our Ideal Client
Who Do We Serve
We serve a diverse group of clientele in all professions, careers and businesses. Do you see yourself in any of these statements? If so, you are a good fit.
- You are within five - ten years from retirement.
- You value professional advice, counsel, and guidance because you are too busy to handle it yourself.
- You are In a high-achieving career,
- You are a professional,
- You are a business owner or
- You work for the Federal Government
- You are a Women who is: Single, Divorced or Widowed
- You are a Dual Income Couple who are Millennials or Baby-Boomers
- You are a member of the LBGTQ community
- You value a support system to help with managing all the intricacies of financial planning and wealth management
- You enjoy a household income of over $90,000 as an individual and over $150,000 as a couple and are able to invest
- Paying too many taxes are a major financial concern: income and state taxes, capital gains tax, property taxes and estate taxes.
- You would like to live a similar lifestyle in retirement as you did before. Hence saving optimally for retirement is important to live a comfortable life.
- You have suddenly come into a large sum of money and need professional help with management and professional referrals.