Who We Work With

We work with Pre-Retirees and Retirees.  Those who have already accumulated a significant amount of assets.  Typically, it’s someone who has been busy working hard at their career as a teacher, nurse, salesperson, business owner, etc… and has not taken the time to have someone put all the financial pieces together.  They may have multiple 401K’s or retirement plans spread out across several past employers.  The bottom line is they were working so hard to take care of themselves and their family that they never took the time to put a retirement plan together.

There are also those who are already working with one or more advisors.  That relationship may go back 5, 10, 20 years.  However, we have seen many people in those scenarios that do not have a good understanding of what exactly they are invested in.  They may have never gotten a second opinion from a Fiduciary.  They may still be in an investment model that is no longer suitable for them.  We have seen people who are taking aggressive risk inside their portfolio at age 70.  However, when asked about their risk tolerance they say they are conservative.  In these situations, we take them through our F.A.I.R. process and let them decide whether they feel they are in a position that is best for them.

Since our F.A.I.R. process is designed for those that have already accumulated significant assets we only offer our consultations to those with investable assets of $250,000 and above.  If you do not meet that requirement please feel free to follow our site, read our blog and sign up for our newsletters to help educate yourself.  We believe that education is the key for being successful at any endeavor.

"The more you learn, the more you earn" - Grandpa