Who Can Benefit from Our Services?
Everyone can benefit from financial planning. Our investment system employs a combination of diversified asset class and a disciplined rebalancing system that focuses on risk management as well as returns. This system requires that we invest in multiple asset classes. Sometimes the investment options have high minimum investment amounts. Therefore, our experience is that clients with at least $750,000 to $1 million dollars to invest benefit most from this approach.
Young professionals who have the potential to obtain substantial assets can also benefit from our services because we help them prepare for the next level of asset management.
Recently widowed persons often find our comprehensive services very beneficial especially when the deceased spouse had been handling financial affairs.
Small business owners appreciate our ability to help with strategic planning for their business and constructing a qualified retirement plan that benefits them as well as their employees.
Some doctors, attorneys and other professionals realize that they do not have the time to do the research and self education necessary to construct and implement a comprehensive plan. They also appreciate that we manage the assets through a disciplined investment system that controls risk and provides opportunities for long-term growth.
Persons who have experienced major changes in their lives, such as divorce or unexpected inheritance, may benefit from our services.