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Ideal Client Profile

Category: Services Published: Tuesday, 19 April 2011 Written by Administrator

Our Ideal Client Profile

We serve a range of clients, however, our ideal clients have the following attributes:

  • A decision maker for a company-sponsored retirement plan
  • Desire to build happier and healthier lives aligned with their values and their goals
  • Seek a long-term relationship with a trusted advisor
  • Seek to simplify their lives with one-stop wealth management services
  • Want children and grandchildren to achieve the best educations
  • Seek a secure retirement
  • Promptly act on advice
  • Have a household income of at least $200,000 or a net worth over 2 million
  • Happy to refer everyone they know
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