Client Profile

Our typical client is actively building their wealth and knows the value of a quality advisor. Our services work well for small business owners, medical professionals, educators, and other high achievers who are exceptionally skilled at saving.

You will benefit the most as one of our clients, if you:

• Have a strong desire to save
• Live well within your means
• Are willing to follow advice
• Are willing to stick with a strategy for the long term
• Prefer a fee-only advisor

If you feel you fit our profile, please schedule an appointment so we can meet. There is no cost to you at our initial visit.