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Our Client

Our clients are financially independent, highly successful professionals or business owners who are well invested in their own future.

Our Prospective Client

When we first meet, our ideal client is a family within 15 years to retirement or at retirement, fully committed to having a meaningful, abundant life now and throughout

  • Due to divorce or loss of a loved one, our single parent clients approach us to help them create strategies on how best to care for themselves when they are older, provide for their children’s education, and meet the financial stresses associated with aging and ailing parents.
  • Our highly successful female professional and business owner clients are underestimated and underserved. They acknowledge that having a partner in their finances is a wise decision, to pursue or maintain the independence they have mastered professionally and personally.
  • Our military veteran families approach us not knowing exactly what the military to civilian transition entails. They are concerned they didn’t do enough to prepare for the transition and did not learn enough about the resources required to arrive at financial security.

We recognize and fully understand that our clients are tasked with more pressing demands, both professionally and personally, than ever before. Most of them do not have the time to consider, manage, or strategize their own finances.  Our clients appreciate advisors, collaboration, and the delegation of expertise since they are experts in their subject matter themselves.

We are passionate about helping all of our clients create their individual pictures of financial security.  Even absent of that clear picture, we strive to ensure that all of our clients feel confident and knowledgeable about their own finances and how best to manage them.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Philosophy

Our Philosophy

We are focused on you.  We create strategies that are tailored to your needs and goals.

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Our Process

Our Process

Years of experience have prepared us to guide you through your life transitions.

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