Our clients are already retired or are approaching retirement (within 5-10 years).
- Need their money to last, no more “earned” income.
Need to make major life decisions.
- Need to have a plan.
Our clients are business owners, entrepreneurs, managers and executives. -People who make key decisions on a regular basis for a part or an entire organization.
- Need flexibility
- Lots of planning decisions to make
- Need a coach
- Need connections to other professionals
- Need to have a plan
Our clients are sales people, business developers, account managers, etc. -People whose income is salary plus commission, or commission only.
- Inconsistent salary/income
- Need protection
- Need flexibility
- Needs a consultant who can adjust the plan on a regular basis
Our Clients Are:
- People we like, can get along with and like us too
- People who are not looking for get rich quick schemes
- People who appreciate advice and are willing to pay for it
- People who actually want help
- People who understand this is a long process
- People who value professional relationships
- People who realize a lot of money, is not the end game but the means to accomplish all goals and objectives.