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Who We Serve

   *We are currently accepting clients*

While we do not have a minimum asset size or income per household, the majority of our clients have a household income of $200,000-$1,000,000. In addition, we find these consistent characteristic traits of our clientele:

Motivated: to learn how to simplify their finances with less stress
Driven: to be successful in their careers and endeavors
Focused: on their family and enjoying all that life can offer
Searching: for answers to be more confident in making the best financial choices for their future

With the above traits in mind, the majority of our clients are smart and very successful in their career path. However, they do not have the time, energy or efforts to optimize their cash flow and assets. They seek to find a trusted professional who can educate and guide them to reach their goals.

It’s important to us that our clients are always progressing forward, no matter their situation. In order to realize the results they strive to achieve, they have to work hard for continued growth. We choose to solely retain clients who are committed to being in a better position tomorrow than where they are today.

 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

980.235.7819