Our clients often are looking for help to ensure that they will have enough to retire on and that their retirement savings will last their lifetime. They value a comprehensive plan for retirement and for their investments.

Often, they find that their parents require more attention and care. Many will one day find themselves as the executor or personal representative of their parents' estate. Spending time with an experienced and knowledgeable financial advisor now can save a great deal of time, frustration, and possible taxes when those executor duties present themselves.

Our Clients Share Many Of These Characteristics

They could be people who have a financial "event" to deal with such as an inheritance or change of employers.

They usually have significant investable assets and are willing to work with an advisor who has earned their confidence – someone they can depend on. They need sound advice regarding their 401(k) investments.

They may be managers in fields such as banking, medical equipment, pharmaceutical sales, or human resources.

Most of their assets are in a company sponsored retirement plan. They are married, between 50 and 60 years of age, and they lack the time or knowledge to handle their own investments. They have a conservative outlook.

They may be skilled workers in professions such as electricians, plumbers, construction supervisors, mechanics, or finish carpenters.

Most of their assets are in a company sponsored retirement plan. They are married between 50 and 60 years old, are family oriented, and are conservative investors. They are looking for help to avoid investment mistakes.

They could be professionals such as teachers, employees in middle management or accounting, or health care professionals between 30 and 60 years of age.

They are unsure where they are financially because they never developed a clear picture of their situation. Many, for example, have numerous IRA accounts which would be easier to manage if they were consolidated.

They may be hoping for early retirement, but don’t know if this could be possible. They are seeking help to understand where they are today and what they have to do over the next 10 years to meet their desired goals.

To learn more about our proactive approach to managing our clients’ investments
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