Who Do We Serve?
Arrived and Want to Stay that Way
60 and above and close to retirement or retired, people who are “Arrived and Want to Stay That Way!” are financially independent, concerned about preserving wealth and passing on their estate, typically valued at $1,000,000 or more.
They are concerned with their legacy and passing on an inheritance to their loved ones. They desire to avoid estate transfer taxes and pass on their estate intact.
They want somebody they trust “minding the store for them” so they can enjoy life to the fullest. They maybe have $500,000 dollars to invest.
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The 3 Financial Questions You Should Be Asking for 2021
There are countless financial questions you need to wrestle with. None, however, are more important than the three contained in this guide.
The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan
This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.
You Can Be Debt Free!
What if we could show you how to get out of debt in nine years or less, including your mortgage?
How to Build an Investment Strategy
Like every good plan, there is a process involved in developing your investment strategy.
Who Do We Serve?
Are Our Services Right for You?
No one financial planner is right for everyone. Therefore, we have designed our services to be of most benefit to the client profiles listed below. If you do not fit into one of the categories below, we will be happy to refer you to a firm more appropriate for your particular needs.
Are You Ready to Get Started?
Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.