Our clients fall into one of three broad categories:
Group 1: These clients are up and coming entrepreneurs, business owners, professionals or executives ready to make a substantial commitment to their family's financial future. This commitment manifests itself in a willingness to plan, save money and take a long-term view.
Group 2: These clients are those ready to retire. They have worked hard and well all their lives and now have a retirement nest egg of $250,000 or more. This money may come from a retirement plan rollover, a large IRA or other assets they have accumulated over the years. They look to us for investment advice and service as they seek a lifetime income that is secure and growing.
Group3: These clients have been successful in accumulating a sizeable estate and are already financially independent. This family or individual is now concerned about preserving and passing their estate on to those they love or a cause about which they care deeply. They are united in a desire to avoid estate transfer taxes and pass on their estate intact. |
