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
