Our best clients are:
Our community of clients appreciate, and are happy to follow,
the advice of a team of financial professionals coordinated by a single Trusted Advisor.
Our clients realize that achieving their goals requires both money and planning.
Our community of ideal clients appreciates our commitment to pay close attention to all the financial details
and proactively recommend the inevitable course corrections, as required, several times each year.
Our clients enjoy the simplicity, freedom, and confidence that comes from having all of their financial assets
under the watchful eye of a single, Trusted Advisor who provides oversight, coordinating all personal financial affairs.
Our clients appreciate advice and guidance. Because of high level of client interaction and attention,
our services make sense for families who can pay an annual flat fee of $36,000.
Our clients delegate financial matters so they can focus their valuable time and energy on the things in their life
that are most important to them.Clients who appreciate an advisor who views their role as to preserve financial assets,
and the financial strategy, allowing clients to focus upon the things which matter most in life.
Our clients want to hear the truth from us regarding their financial situation…no matter what.
Clients who rely upon complete transparency from their advisor.
Once we have a community of 30 clients who meet this profile, we will not accept additional clients.