Who We Serve

We work with people who are ready to simplify and organize their financial lives. 

• They understand the success of their retirement is too important to manage on their own.
   
• They want a trusted partner to give comprehensive advice for all aspects of their financial life. 
   
• They understand the value of their time, and our experience.  

Retired or Near Retirement

Our typical client:  

• Is aged 60+ with investable assets >$1mm
• Has questions about their 401k and how to maximize social security
• Enjoys hobbies or travel more than monitoring their investments
• Wants to leave a legacy, whether to family or charity
• Is focused on achieving a steady cash flow from their portfolio

Business Owners    

Our typical client:    

• Has questions about employee benefit plans and tax deferral strategies   
• Is interested in business planning and eventual succession planning    
• Has questions about insurance policies and buy/sell arrangements    
• Would like to build other retirement assets that aren’t dependent on a sale or liquidity event

Recent Career or Job Change 

Our typical client:  

• Is aged 45-60 and in their prime earning years
• Was recently recruited to a higher paying job and wondering what to do with increased monthly cash flow
• Is unsure about options for their former 401k or retirement plan
• Receives equity and other option-based incentive compensation 
• Focused on minimizing taxes and maximizing their retirement savings 

Young Families     

Our typical client is:    

• 25-45 years old with combined income above $200k
• Newly married or raising young children
• Ready to align investments with goals and time horizons    
• Considering 529 plans, life insurance, and estate planning    
• Focused on building wealth and growing their assets    

Referrals

Regardless of account size or income, we consider working with anyone directly referred by one of our satisfied clients:

• Family members
• Co-workers
• Friends
• Neighbors
• Other

You Value White Glove Service

• You want a premium service and you're willing to pay for it
• You expect same day responses to your most pressing questions  
• You appreciate tailor-made recommendations and acute attention to detail

You Can Delegate

• You value your time, and our expertise 
• You understand your limitations and know that the day-to-day market fluctuations are out of your control (and ours)!
• You believe in our process and understand the results are measured in years

You Want a Long Term Partner

• You are looking for a qualified and trustworthy partner that will guide your financial decisions for the remainder of your life
• You want to hire a financial advisor that won't retire at the same time you do!
• You see value in a multi-generational, family-based team

You are Accountable

• You appreciate us checking in to make sure you're adhering to the recommendations laid out in your financial plan
• You respond to questions and other tasks related to your financial health in a timely manner
• You enjoy keeping score and tracking your progress

You Value Professional, Customized Advice 

• You seek an advisor that has experience navigating clients through both bull and bear markets.
• You value working with someone that has completed some of the most rigorous levels of continuing education, such as the CFA® program
• You want to work with a CERTIFIED FINANCIAL PLANNER™ professional, who is a fiduciary and legally bound to put your interests above their own

You Realize Wealth Isn't Just Money 

• You know that time is the most precious commodity 
• You consider ways to be charitable and use your wealth to improve the lives of others 
• You are fun to work with and grateful for your many blessings!