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Our Ideal Client Profile

The people who benefit the most from our services are:

  • Current retirees interested in maintaining a high quality of life in retirement and planning for a family legacy
  • Professionals, small business owners and corporate executives planning for their secure retirement
  • Couples and individuals going through periods of transition including retirement, loss of a spouse, career change, divorce or inheritance
  • Young families that are interested in building the foundation for their financial future

Most of our Valued Clients also:

  • Have outside interests in their lives (gardening, travel, golf, cooking, etc.)
  • Take pleasure in helping others (church, charity, volunteering, etc.)
  • Enjoy pursuing personal interests and spending time with family and friends
  • Have no desire to manage their investment savings themselves
  • Understand the benefits of receiving outside, professional advice
  • Want more time to spend doing the things they truly enjoy doing