Our Ideal Client
The clients we serve best share the following characteristics and are the foundation of our Ideal Client Community:
- They are Financial Delegators who appreciate and are willing to follow the advice of a trusted advisor
- They are Enjoyable and Fun to Work With and care deeply about family, community and/or something other than themselves
- They want to Delegate as much as possible so that they can focus their valuable time and energy on those people and things in life that are most important to them
- They enjoy the Simplicity, Freedom and Peace of Mind that comes from having their financial assets under the watchful eye of a single trusted advisor and his team of professionals
- They Value and Respect our Work Together and are comfortable with our fee structure
- They are Passionate about Their Goals and the planning, commitment, money and time it will take to achieve them.