manage their success
The clients we serve represent a diverse group of people and organizations. They include individuals nearing and in retirement, business owners and their families, college coaches, foundations and endowments, and 401(k) plan sponsors. Most are in the Mid-South, ranging from Missouri and Arkansas to Oklahoma and Texas.
One commonality we notice is that even though they have significant assets, they still want to take every step and precaution to help ensure that they will have a steady stream of retirement income, that measures are taken to help preserve their principal, and that they can comfortably enjoy a well-earned retirement.
We are here to serve them by helping bring clarity and order to their financial lives, offering prudent resolutions to the financial issues they face and being responsible stewards of their wealth.
In order to provide the level of service our clients deserve, we maintain minimum thresholds for new clients. While we have stated minimums, we are flexible. Please contact us regarding your specific situation.