Ideal Clients

We are often asked “who do you work with?” The answer is simply “anyone who needs our help!” Many are under the impression that financial planning is something reserved for those with vast amounts of wealth, but we believe financial planning should be accessible for everyone. We work with small business owners, pre and post retirees, professionals, heads of households, or anyone else that needs help building wealth or planning for the future.

Some of the most common reasons people come to us are:

• “I don’t have any savings but I know I need to start.”

• “I am looking to retire or start planning for retirement.”

• “I have a 401k and I don’t know what to do with it.”

• “I own a small business and I would like to learn more about retirement plans and insurance.”

• “My insurance is confusing and I need someone to review my plans.”

• “I have moved to town and I need to find a local financial advisor.”