Who We Serve

 

 

 

 

 

 

 

Through the years we have built a successful practice based solely on referrals.  Often clients ask, "Who would make a great client for your firm?" 

  • Family or close friends of current clients
  • Anyone who is recently widowed or divorced, as this brings with it large financial changes
  • Someone who is unhappy with their current advisors service
  • Individuals who are changing jobs or retiring
  • Someone who is receiving an inheritance or a settlement
  • Business owners

People we would rather you refer to a different firm:

  • Clients seeking marketing timing strategies
  • Do-It-Yourself investors