Broker Check

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.
Government Careers

Government Careers

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Small Business Owners

Small Business Owners

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Women in Transition 

Women in Transition 

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Dual Career Families 

Dual Career Families 

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