Our Ideal Client

We are their ideal financial professional because:

  • We care more about our clients and their assets than anyone who doesn't share their last name.
  • We prepare an asset allocation for our clients aimed at achieving the best rate of return given our clients' risk tolerance.
  • We coordinate with clients' tax and legal advisors to help pursue their financial goals.
  • We proactively keep in touch with our clients, particularly through difficult markets.
  • We like to be consulted on any important financial decision.

We seek to work with individuals and couples who are:

  • Comfortable with goals, targets, and a commitment to achieve
  • Financial delegators seeking professional guidance or asset management
  • Recently retired or in need of an IRA/employer plan rollover
  • Recipients of an unexpected windfall
  • More conceptual than analytical
  • Planning on investing enough money to be able to enjoy retirement, currently one million dollars
  • Realistic about financial goals
  • Fun to work with and generally happy
  • Knowledgeable of the markets' ups and downs
  • Interested in additional wealth accumulation and preservation

 

Senior couple walking along the beach together