Who We Serve

OUR IDEAL CLIENT
We want to thank you for being a part of our practice and more importantly a part of our lives.  After years of serving our clients we have learned many things, and several things have become clear.  Perhaps our most important revelation over the years and through our experiences is that we cannot be all things to all people and deliver the level of service and commitment that individuals like you, our Ideal Clients, deserve.  In addition to having developed and refined our proprietary process, The Advantage FORMula, we have become aware of the clients we are most suited to partner with and serve.  As your Financial Advisor, we believe that your goal of achieving financial independence must be at the core of our philosophy and planning strategy.  The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.

• ATTRIBUTES :
  • Value lasting relationships based upon mutual trust in and service to one another
  • Appreciate the discovery process as a foundation for successful holistic planning
  • Have confidence in someone other than themselves to handle their wealth management needs
  • Are friendly, down-to-earth people who respect our staff and our expertise
  • Remain openminded to identifying new ways of fitting all the pieces of their financial puzzle together
  • Are open, honest and good communicators
  • Empower us to do our best for them; they don’t micromanage
  • Are motivated to listen, engage and act on professional recommendations
  • Maintain a sense of purpose in their lives fostered by a desire to take action