Client Profile

P8590254_srofessional Financial for the Middle Class


  • 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.