Our

Ideal Clients:

• Are friendly, caring, and loyal with a sense of humor
• Willingly take our advice and take action
• Love spending quality time with family and friends
• Want to live a better life than their parents
• Enthusiastically refer clients to us

Our Baby Boomer clients:

• Are retired or looking to retire within next five years
• Look to protect and increase their income to avoid running out of money
• Have investable assets of $250,000 and up
• Are safe and conservative with their assets
• Are happily married and enjoy spending time with children and grandchildren
• Want to leave a legacy for future generations

Our clients who are business owners:

• Are living or building their dream
• Want to protect themselves and prepare for their succession
• Have gross revenues of $500,000 and up
• Strive to integrate business with personal goals

Our professional and families clients:

• Are responsible and serious about their money
• Avoid taking unnecessary risk
• Have household income of $125,000 and up
• Enjoy devoting time to family vacations and downtime
• Want to help their children be everything they can be
• Want to ensure that their elders are taken care of

Our clients
like working with us

because:

• We answer the phones (No 1-800 numbers!)
• We make complex topics easy to understand
• We take the time to listen to our clients’ needs without judgment
• We are sincere, honest, and trustworthy
• We work to protect our clients’ income and reduce their taxes
• We go the extra mile for our clients
• We celebrate with our clients as they achieve milestones
• We truly care about our clients and it shows
• We are experienced and credentialed in our field