our clients . . .
Our clients are people like you. People who want the
best for themselves and their families. People who know that they can't
do everything well and that in today's high-speed world just keeping up
with new information can be very difficult. Our clients depend on us to
help them make wise choices with the money they have. Our clients love
it when we give them permission to dream about the future. To help them
realize that the current circumstances won't last forever, and the future
quickly becomes the past.
Our clients come from all walks of life. Some own a business. Some are
retired professionals. Some are young couples just getting started. Others
are working hard preparing to retire. Some are trying to raise a family,
lower their debt, raise their income, and lower their stress without feeling
like a yo-yo. Some of them know exactly what they want, others need some
help sorting out the options. They are great people.
We get the privilege of helping all of them.
Who will benefit from working with us?
We believe that almost everyone could benefit from
working with an Independent Advisor whom they like and trust, who is knowledgeable
and competent and has their best interests at heart. We have found that
the following characteristics will lead to a very rewarding and mutually
- You want an advisor who will represent you and
be your advocate in a rapidly changing and complicated world. You want
to have enough money for your family’s financial lifecycle needs and
wants such as education, retirement, travel, and wealth transfer.
- You want to protect capital and minimize financial
risks, and you want to have more usable wealth, more happiness, and
more success in your life and the lives of those you love.
- You want an advisor who will educate you and who
will provide the tools and knowledge to make good decisions. You realize
that you don’t have time to do everything well, and you want an advisor
who is working full time to gain and maintain the expertise to help
you achieve financial success.
- You want an advisor who will give you options for
today as well as tomorrow’s events. Someone who understands and explores
the “what-ifs” that are part of life. You want an advisor who provides
seamless, integrated, end-to-end solutions, not just quick answers for
an immediate sale.
- You want an advisor who you can delegate to but
who lets you be in control. You want to be able to make the final decisions
based on the advisor’s recommendations.
- You realize that the media often contains misinformation,
conflicting or inappropriate financial advice, and that it is often
very difficult to research and implement all areas of your financial
- You have a good career or you own a business that
earns a high income and is creating high net worth that you will want
to manage carefully for the benefit of yourself, your family, and other
people or organizations that you want to help.
- You realize that if you wait until after
the market crashes, or just before you are ready to retire, or after
your spouse or another family member dies without a will or any insurance,
or when your child leaves for college, it will be too late!
If you said “That’s me” to most of the
above then we would like to meet you to begin the process of
“Securing your financial future.”
Our work with you is important. Unfortunately
many people wait until it is too late and they have already suffered a
great loss before they take action.
Take action today to protect your family and your future.
If you would like to schedule
a “without obligation” phone meeting to discuss your situation and see
if we are a good fit then please send
us an email and we will contact you to schedule an appointment.