Who Do We Best Serve?
The clients we serve best have the following qualities:
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They are serious about organizing their financial futures through the use of comprehensive financial planning.
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They are willing to delegate, appreciate and follow advice.
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They focus on what's important, because life is short. They can delegate and target their valuable time and energy on those things in life that are truly valuable.
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They want to hear the truth regarding their financial situation, no matter what.
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Due to our experience with tax planning, Medicare and Social Security, those we serve best are nearing or thinking about retirement, ages 50-65.