The clients we work the best with are affluent families and business owners who want to maintain their standard of living in retirement. They are inherently smart and several of them are successful business owners, physicians or executives. They
- Have limited time to deal with their finances, but are also open to new ideas
- Are actively seeking ways that their money could be working harder for them
- Are looking to drive down their tax exposure now and into the future
- Inherently value professional advice and consolidating their financial planning with one Advisor
