Clients Who Work Best With Us and benefit most from our services:
- Are primarily successful pre-retirees and federal employees.
- Are not performance driven but goal driven.
- Have other things in life that are more important than money.
- Want to delegate their finances to a trustworthy advisor so they can be set free to do what’s most important to them.
- Want to work with a trusted advisor who can simplify and organize their finances.
- Are not influenced by the financial media, or things that are out of their control.
- Demonstrate respect to our team.
- Are comfortable with my fees and possible commissions I might receive.
- Enjoy life (not terrified of the future but excited about the future).
Added Service For You:
- Our preferred clients can take advantage of our second opinion service, offering it to anyone they wish to help.