Our Clients

Our clients share the same characteristics.

Family

  • Cares about and loves family – strong values.

  • Philanthropic thinking or cares about leaving a legacy.

  • High integrity and well respected by employees and community

  • Has identified value systems.

  • Prioritizes reduction of taxes

  • Respects long term relationships

  • Respects and counts on advisors / open minded to new idea’s

  • Has a vision of the future for his/her business and personal life

  • Aspires to “peace of mind” through properly executed planning

Business Situation

  • Above average income

  • Business is in a strong financial condition.

  • Business growth oriented

Stages of life

  • Professionals

  • Pre-Retirees

  • Small business owners

  • Young Families

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Planning

  • Is an individual who is serious about structuring a retirement plan to include retirement distribution planning.

  • Is an individual who wants to protect themselves and their families from financial risks

  • Is a business owner who wants to provide innovative benefit planning to hire and retain key executive staff

  • Is willing to take the time to plan and is honest about their feelings and concerns

  • Is in a position to make important decisions effecting their family and their estate plans