- Between 40 and 60 years of age and planning for retirement…or
- Over 60 yrs old and planning to have finances last through retirement.
- Have a desire to plan and a willingness to participate in the process.
- Have in excess of $250,000 in total manageable assets.
- Willing to diversify for safety while investing for growth.
- Willing to pay for service independently rather than through commissions.
- Willing to follow periodic financial advice.
If you meet this profile and are interested in considering our services please contact us. We look forward to meeting you.