Who We Serve

We are a holistic planning firm, and our clients span a large subset of professions and life experiences. Our typical client is an ambitious, driven individual that knows what they want to accomplish, whether that is from a personal perspective or from a business perspective. Our clients not only know what they want to accomplish, but they also want to take action to achieve their goals and objectives.

Our most successful clients typically fit into one of the below categories and/or share some of the below characteristics:

  • Business Owners
  • Senior-Level Corporate Executives
  • Business Professionals
  • Medical Professionals
  • Affluent Families
  • Women
  • Divorcees
  • Widows
  • Strong family commitment and values
  • Clear vision of the future of their business
  • Clear vision of the future of their personal life
  • Values long-term relationships
  • High integrity
  • Respected by their peers and their community
  • Open to new ideas
  • Respects and utilizes advisors
  • Desire to create, maintain, and/or protect their wealth
  • Willing to devote the time to formulate a plan
  • Desire to complete or update an integrated financial plan, estate plan, and/or retirement plan



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