Who We Work With

Everyone’s situation and style is unique, but our average clients generally share many of these characteristics:

  • Amiable Delegator – want to delegate their financial matters to a professional once trust is established and maintain a pleasant relationship.
  • Completely comfortable sharing all aspects of their financial lives.
  • Open to the Life Planning approach of financial planning.
  • Annual household income of at least $200,000 and/or $2 million net worth.
  • In the accumulation phase of their lives, generally age 30 – 60.
  • Want/need professional advice in multiple areas such as retirement, estate, tax, business, cash flow, investment, college and insurance planning and analysis.
  • Understands the benefits of working with an independent, fee-only firm.
  • Are willing to pay a fee for professional advice.
  • Specific profiles would include: physicians, executives, business owners, professionals, divorcees and widows.

Certified Financial Planner FPA Napfa Registered Financial Advisor Fee Only

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