Do you see yourself in any of these statements? If so, you are a good fit and are an ideal client.
- 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, a professional, dual income family, business owner, Federal career or a member of the LBGTQ community.
- You are retired and are having difficulty with the distribution of retirement income stage of your planning.
- 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.
- You are a millennial, gen-X, baby-boomer individual. Or you have a dual-income family who is in the accumulation stage. You, have saved, invested and would like to make financial and wealth planning a priority.
- You are a woman who has recently experienced a loss of her loved one; or recently divorced and has a desire to become savvier and independent financially.
- You have suddenly come into a large sum of money and need professional help with management and professional referrals.
