Broker Check

Who We Serve

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We primarily serve a select group of successful professionals and business owners, who among other things aspire to a work-optional lifestyle.  Our ideal clients share the following characteristics:

Diligent Savers:

They are diligent savers, live within their means, and have accumulated at least $500,000 in assets toward their Ideal Life.

Retirement Red Zone:

They are typically 5 to 10 years from retirement.

Looking for a Trusted Advisor:

They understand the importance and value of having expert guidance to help grow, manage, preserve, and distribute their wealth throughout their Ideal Life.