Broker Check

Our Ideal Client

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.
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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