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Our Clients

Our Clients come to us because they are at chosen, or unchosen, cross roads in their lives.

Some are simply making a deliberate choice to find an Advisor who brings a holistic plan to them that will help them identify and eliminate holes, gaps and overlaps in their financial structure.

Others are experiencing events in life that re-focus their attention toward the importance of getting the holistic financial planning and wealth management needs of their life in order. These life-events or contemplation of these life-events include:

  • stock market volatility
  • retirement
  • getting a promotion
  • having kids
  • changing jobs
  • moving
  • marriage
  • divorce
  • exiting out of their business

All of these are significant life-events, and they usually involve having to make critical financial decisions, sometimes for the first time. We understand that real people have real concerns including:

  • Feelings of vulnerability and uncertainty.
  • Realization that they don’t have a strategic plan designed to reach their financial goals and objectives, but they need one.
  • Whether they will be able to retire when they want to…or not.
  • What investment accumulation and risk mitigation strategies are out there and how they can work for them.
  • Lack of experience and knowledge to deal with the complexity of their situation(s).
  • Getting answers to questions they didn’t know they had…or should have had.
  • Information overload.
  • Sorting through emotions to make financial decisions to fit their needs.

We work towards helping Clients with these concerns.