Broker Check

Ideal Client Profile

Serious about making smart choices with their money.

Cares for family, community, and someone or something other than themselves.

Trusts us to assist their family members and friends, who fit our ideal client profile by introducing us to them.

A financial delegator so they can spend time doing more meaningful things in life.

Realizes financial planning is about quality of life and not how the latest "hot pick" of the month is performing.

Committed to developing and implementing a personalized written financial strategy.

Gives us permission to hold them accountable.