Client Profile

Professional financial planning can be of great benefit for those ready to take advantage of what we have to offer. Clients who will benefit most from our services bring the following characteristics to a relationship with our firm:

  1. Have $1,500,000 of manageable assets (1)
  2. Prefer fee-only management for all their investment assets
  3. Willing to diversify for safety while investing for growth
  4. Willing to follow a savings/spending plan to accomplish their goals
  5. Willing to read and follow periodic financial advice
  6. Able to communicate via email
  7. Free of debt other than tax deductible debt such as a home mortgage

    (1) or are willing to meet our annual fee for services of $14,000

If you meet the profile above, and are interested in considering how our services might benefit your needs, please contact us. We look forward to meeting you!