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Our Clients

Who We Work With

Our clients range come from a wide range of backgrounds, from Government Employees to Business Executives.

All of our clients have similar characteristics in regards to planning and preparing for the future. They understand that having a clear financial plan will help them put all the pieces of retirement together to create the income they need for the future.  

For us, that means we do our best to help clients do these things:


1. Avoid big financial mistakes

Avoiding costly mistakes is hard to quantify sometimes. We have witnessed how mistakes can erase years of hard work. It's just not worth the risk.


2. Get to retirement sooner

Being efficient with taxes, investment and risk can help you gain years of retirement - this takes your time back.


3. Create more income during retirement

When all pieces of the plan are operating properly the efficiency creates more income than you would otherwise have.


4. Gain clarity from having a financial plan

People don’t know what they don’t know.  Having a game plan allows clients to know how far they can go with income in retirement.  Often this creates more opportunity than they thought.  A lot of times people in the dark do less than the people that know where they are.  Knowing is powerful.


5. Have a trusted source to turn to with questions and concerns

When you work with us you have an ongoing advocate. We have an “open door” policy for our clients. It makes us very accessible.


6. Make sure you don't react emotionally

Gut reactions for most investors prove to be wrong. Markets are counterintuitive.  You need someone that understands this to keep you on track with the investment plan.


7. Have the research and knowledge to be successful

Our research and resources are very deep.  We have the support of the larges independent advisory firm in the country and all that comes with it.  We also have additional layers of research and resource that we deploy in our practice.


8. Have an advocate for you and your best interest

We work for our clients.  Not a Financial institution.  We go out and find the best solutions to meet our clients where they are.

If you have questions about retirement or want a second set of eyes to review your plan – book a meeting with us and we'll do our best to help. No contract or commitment required.