Good planning is more than just managing investments. I’ve been very fortunate to have a great group of clients for many years. While each client is unique there are a few commonalities that might help you determine if you would also benefit from my services.
Most of my clients are either retired or within 10 years of retirement. Most clients are fairly conservative investors that place high value in the safety of their investments and less emphasis on taking high risk in an effort to generate maximum return or running the risk of losing their life savings. Most clients prefer somewhat consistent returns rather that roller-coaster fluctuation of their account balances.
My clients are long term investors committed to having a custom asset management plan that will work for the rest of the lives – not short term trading that may or may not work.
Most clients are successful, family oriented, community involved people with life purpose that far exceeds just money and personal belongings.