Client Profile

Client Profile

Ideal New Client Profile Are People Who:

  • Retired or approaching retirement, needing retirement distribution planning and have at least $250,000 of investable assets
  • Estate planning clients net worth of at least $5,000,000; Are too busy, have it all done, have all the advisors they need; Like their children and LOVE their grandchildren
  • Accumulators having a household income $250,000+
  • Are serious about personal financial success
  • Have important financial goals; care about family, someone, or something other than themselves
  • And most importantly are receptive to professional relationships to handle issues that can be delegated