Are Our Services Right for You?
|No one financial planner is right for everyone. Therefore, we have designed our services to be of most benefit to the client profiles listed below. If you do not fit into one of the categories below, we will be happy to refer you to a firm more appropriate for your particular needs.
CLIENT PROFILE 1: YOU ARE "UP & COMING"
- You are a responsible individual who wants to do well financially.
- You love and care for your family.
- You are busy.
- You are not a know-it-all!
- You are "coach-able" - willing to learn new (and very helpful!) things.
- Minimum financial requirements: you are willing and able to save / invest at least $1,000 per month toward your financial plan.
CLIENT PROFILE 2: YOU ARE "COMING IN FOR LANDING"
- You have your sights set on retirement.
- You need to know if you can retire.
- You need help planning that transition.
- You are already retired, but need help managing your financial assets.
- Minimum financial requirements: $250,000 or more of investable assets.
CLIENT PROFILE 3: YOU HAVE "ARRIVED AND WANT TO STAY THAT WAY!"
- You are worth $1,000,000 or more.
- You need to be protected from the ravages of inflation.
- You may have the desire to do something very significant for a charity or cause.
- Minimum financial requirements: $1,000,000 net worth.
* Minimum financial requirements must be met in only one category, not all three.