My Ideal Client has the following qualities:


• Financial Delegators versus Do It Yourselfers.
• Want to simplify their life by delegating their financial matters to competent, trustworthy professionals.
• Realizes financial planning is about quality of life and not how the hot fund of the month is performing.
• Are committed to not only developing a written financial strategy, but also implementing it.


Levels of Planning

A. Assets of $299,999 and under | A one-time planning fee may apply
• Basic Planning for College Saving
• Basic Planning for Retirement
• Portfolio construction

B. Assets of $300,000 and over under | A one-time planning fee may apply
• Personalized “Life in a Box” planning tool
• Comprehensive planning


• Sales Professionals
• Executives
• Small Business Owners
• Retirees or near retirement